Home > Portfolio Manager (Taxation)

Portfolio Manager (Taxation)

George Hay

Closing: 31/08/2020

Due to continued expansion, we are looking to recruit a Portfolio Manager, who has proven experience in taxation and accounts, to join our Huntingdon office.

George Hay has been established for over 80 years, and our 60+ strong team of tax and accounting professionals currently operate from offices in Huntingdon, Biggleswade and Letchworth.

Reporting to the Tax Partner, the successful candidate will manage a diverse portfolio of clients (inc. private clients, sole traders and limited company business owners) and will deal with all aspects of the clients’ accounting and tax needs.

The work will be varied, and will include:

  • Tax compliance, including the review and preparation of annual Self-Assessment Tax Returns
  • Provision of proactive tax planning and tax advisory services to a diverse portfolio of clients
  • Managing client meetings
  • Contributing to the overall development of the practice and developing their own portfolio
  • Liaising with HM Revenue & Customs, on behalf of clients, which is not limited to but may include seeking resolutions to a range of tax matters and the provision of information to HMRC
  • Preparation of Financial Statements
  • Provision of support to junior members of the team, where necessary
  • Supporting with additional workflow as required.

Position requirements:

  • ACA or ACCA with circa 5 years PQE
  • CTA qualified or studying towards the qualification – desirable but not essential.

What you’ll get in return:

  • A friendly, professional team to work alongside
  • A positive culture that promotes a strong work-life balance
  • Access to a staff discount scheme for a wide variety of high street / internet retailers
  • Regular opportunities to undertake CPD.

The role is a full-time position and an outstanding candidate will be presented with genuine opportunity for progression within the firm. Salary negotiable, dependent on experience and qualification.

Applicants can apply via email: applicants@georgehay.co.uk – please specify the position you are applying for in the subject line of your email.

Or, in writing to: Barry Jefferd, George Hay Partnership LLP, St. George’s House, George Street, Huntingdon, Cambridgeshire PE29 3GH

The closing date for applications is 31 August 2020.