1 of 1 Remote Portfolio Management Jobs in Newton Abbot

opportunity is ideal for a qualified, experienced accountant (ACCA/ACA) ready to operate as the right hand to a Partner. With two roles available, one offers a general portfolio focus, while the other has a preference for experience within the healthcare or medical sector. Candidates must have excellent technical expertise across accounts and tax, and a strong track … years for the right individual. The Role: These are senior-level hybrid roles based in Newton Abbot, each supporting a designated Partner with full oversight of client portfolio delivery. You will act as a key liaison between the Partner and team, ensuring accurate, timely account management and supporting client needs across tax, VAT, accounts prep, forecasting, and advisory. … While both roles involve similar core responsibilities, one has a preference for candidates with experience in the medical/healthcare space, due to the portfolio's sector profile. Responsibilities: Manage and review client files and portfolios across sole traders, partnerships, and limited companies. Ensure accounts and documentation are complete and ready for Partner sign-off within deadlines. Provide tax More ❯