Portfolio Assistant Manager

AJ Chambers
Attleborough, UK
12 Sep 2019
22 Sep 2019
Contract Type
Full Time
AJ Chambers are currently working alongside a growing team of experts, based within Attleborough, who are seeking a Portfolio Holder/Assistant Manager.

Our client is a progressive firm of chartered accountants, who are seeking someone who will look after their varied accounts and tax portfolio.

The Role:
  • Reviewing statutory accounts;
  • speaking to clients regarding any queries, and preparing the file ready for the Partner to meet with the client;
  • finalising the statutory accounts and submitting to Companies House;
  • reviewing quarterly VAT returns and management accounts and liaising with Trainees and Assistants regarding the submission;
  • reviewing corporation tax returns to include submitting these to HM Revenue & Customs;
  • there will also be some personal tax return work required mainly in relation to Partners / Directors;
  • quoting on fees, raising the fees on the portfolio, as well as managing your work in progress;
  • responsible for the day to day management of clients, this includes dealing with client queries (which may be by telephone, email or in person) and assisting the Partner in future planning and queries as requested.

The Ideal Candidate:
  • ACCA or ACA Qualified.
  • 3-4 experience within an accountancy firm.
  • Minimum of 1 year post-qualification practice experience.
  • Experience with the main accounting software's.

If you feel you are suitable, please apply direct or contact Jess Dodman at AJ Chambers.

Portfolio Holder/Assistant Manager - Attleborough

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