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Portfolio Management Assistant Jobs in Elk Ridge, UT

Crowne Tax and Accounting- Tax Strategies

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Tax Team Manager

Orem, UT · On-site

$75K - $80K/yr

Provide technical guidance on tax law and firm procedures. * Assist with onboarding and training ... Client Management * Manage a portfolio of business and individual tax clients. * Meet with clients ...

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Mercer Advisors

Financial Planner

Woodland Hills, UT · Hybrid

$69K - $92K/yr

... , portfolio analysis) to create financial plans for clients. * Partner with sales and wealth ... planning. * Assist with creating and implementation of workflows and procedures to improve ...

Vidor Door

Sales Representative

Orem, UT · On-site

Process orders, collect approvals, and assist with payment collection as needed. * Grow and maintain a portfolio of repeat customers and referral partners. Customer Relationship Management * Serve as ...

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Nestle

Industrial Services Manager

Springville, UT · On-site

With a rich portfolio of beloved brands, including DiGiorno, Toll House, and Coffee mate, in 97% of ... Experience: * 5 years of progressive facilities management preferred. * Supervisor experience ...

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All JobsPortfolio Management Assistant JobsPortfolio Management Assistant Jobs in Elk Ridge, UT

Portfolio Management Assistant information

See Elk Ridge, UT salary details

$12

$23

$35

How much do portfolio management assistant jobs pay per hour?

As of Jul 3, 2026, the average hourly pay for portfolio management assistant in Elk Ridge, UT is $23.97, according to ZipRecruiter salary data. Most workers in this role earn between $21.88 and $25.82 per hour, depending on experience, location, and employer.

Does portfolio management pay well?

Portfolio management roles typically offer competitive salaries that vary based on experience, location, and the size of the firm. Professionals with certifications like the CFA and strong analytical skills tend to earn higher compensation, especially in financial hubs or large organizations.

What does an assistant portfolio manager do?

An assistant portfolio manager supports senior portfolio managers by helping to analyze investment opportunities, monitor portfolio performance, and prepare reports. They often assist with research, data analysis, and implementing investment strategies using financial tools and software. This role requires strong analytical skills, knowledge of financial markets, and relevant certifications such as the CFA.

What qualifications do I need to be a portfolio manager?

To become a portfolio management assistant, a bachelor's degree in finance, economics, or a related field is typically required. Relevant skills include strong analytical abilities, knowledge of financial markets, and proficiency with investment tools and software. Certifications such as the Chartered Financial Analyst (CFA) designation can enhance qualifications for advancement in portfolio management roles.

What is the difference between Portfolio Management Assistant vs Financial Analyst?

AspectPortfolio Management AssistantFinancial Analyst
Required CredentialsTypically a bachelor's degree in finance, economics, or related field; certifications like CFA Level I are commonSame as Portfolio Management Assistant; often requires a bachelor's degree and CFA Level I or II
Work EnvironmentSupportive role within asset management firms, banks, or investment companies; team-basedAnalytical role in finance departments, investment firms, or banks; focus on data analysis
Employer & Industry UsageUsed in asset management, wealth management, and investment firmsCommon in finance, investment banking, and corporate finance sectors

Both roles require similar educational backgrounds and certifications, often working within the finance industry. The Portfolio Management Assistant primarily supports portfolio managers with administrative and research tasks, while the Financial Analyst focuses more on analyzing financial data to guide investment decisions.

How much does an assistant portfolio manager earn?

An assistant portfolio manager typically earns between $60,000 and $100,000 annually, depending on experience, location, and the size of the firm. They often work closely with senior managers and may require relevant certifications such as the CFA designation.
Portfolio Management Assistant jobs near you

Tax Team Manager

Crowne Tax and Accounting- Tax Strategies

Orem, UT • On-site

$75K - $80K/yr

Full-time

PTO

Posted 7 days ago

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Job description

Crowne Tax & Accounting – Orem, UT
Full-Time | On-Site
Salary: $75,000–$80,000 per year 


Lead a Team. Support Clients. Build Careers.


Crowne Tax & Accounting is seeking an experienced Tax Team Manager to oversee our team of Tax Professionals while continuing to provide exceptional service to our clients. This position combines technical tax expertise with leadership, coaching, and operational management.

The ideal candidate is a collaborative leader who enjoys mentoring others, improving processes, and ensuring clients receive accurate, timely, and proactive tax guidance.

At Crowne, we value Stability, Respect, and Growth—both for our clients and our employees.


Responsibilities


Team Leadership

  • Lead, coach, and mentor a team of Tax Professionals.
  • Review completed tax returns for quality, accuracy, and compliance.
  • Monitor workloads and deadlines to ensure timely completion of client engagements.
  • Provide technical guidance on tax law and firm procedures.
  • Assist with onboarding and training new team members.
  • Conduct performance coaching and support professional development.
  • Foster a collaborative, accountable, and positive team culture.

Client Management

  • Manage a portfolio of business and individual tax clients.
  • Meet with clients to discuss tax planning opportunities and financial goals.
  • Review complex tax returns and resolve technical issues.
  • Respond to client questions and provide year-round tax guidance.
  • Assist clients with IRS and state tax notices when needed.

Operational Excellence

  • Improve tax preparation workflows and internal processes.
  • Ensure compliance with firm standards and regulatory requirements.
  • Work closely with firm leadership to identify opportunities for growth and increased efficiency.


Qualifications


Required

  • 5+ years of public accounting tax experience.
  • Experience preparing and reviewing individual and business tax returns (1040, 1120, 1120S, 1065).
  • Previous experience leading or mentoring a tax team.
  • Strong understanding of federal tax law and tax planning strategies.
  • Excellent communication, organization, and problem-solving skills.
  • Ability to prioritize multiple deadlines during busy seasons.

Preferred

  • CPA or EA designation (or actively pursuing).
  • Experience working with small businesses and closely held companies.
  • Experience serving medical, dental, or other professional service clients.


Why Join Crowne?


We're building a firm where experienced tax professionals can enjoy meaningful work without sacrificing collaboration or professional growth.


What You'll Find Here

  • Stability – Join a growing firm with a long-term vision.
  • Respect – Your leadership and expertise will shape our team.
  • Growth – Help develop the next generation of tax professionals while advancing your own career.
  • Year-Round Client Relationships – Focus on proactive tax strategy, not just tax season.
  • Collaborative Culture – We work together to help clients succeed.


Benefits

  • Paid Time Off
  • Paid holidays

Company Description

Crowne Tax and Accounting is providing recruitment and hiring support services on behalf of White Raven Transportation. Any employment offer and subsequent employment relationship will be directly with White Raven Transportation.