Portfolio Manager

Portfolio Manager

Location:

Bolton

Salary: 45-55k per annum

Experience:

ACA or ACCA qualified (or part-qualified with significant portfolio and team management experience)

We are looking for an exceptional Portfolio Manager to join a busy Bolton accounting team and hit the ground running with their own portfolio of limited company clients.

You will have a direct, supportive team consisting of an Accountant and a Bookkeeper, enabling you to focus on delivering an exemplary service, providing proactive advice, and building strong long-term client relationships.

• Providing excellent service, support and proactive business advice to a portfolio of limited company clients
• Managing and reviewing statutory and management accounts from planning through to completion, ensuring compliance with HMRC and Companies House standards and deadlines
• Managing and reviewing corporation tax, personal tax and VAT computations and returns
• Analysing company accounts and delivering tailored advisory support to clients
• Managing company secretarial tasks, including CS01s, company formations and ad-hoc filings
• Monitoring deadlines across your portfolio (accounts, VAT, tax returns, CS01s and related compliance)
• Leading, developing and monitoring performance across a team of senior and junior staff to maintain standards, compliance and service quality
• Advising clients on tax planning, including remuneration strategy, pension contributions and capital assets
• Liaising with credit control to ensure services are billed correctly and credit control policy is followed
• Working closely with the Personal Tax Manager on self assessment for your portfolio, and with wider tax specialists on more complex matters
• Reporting regularly to senior management on portfolio statistics and performance
• Attending and leading client meetings when required
• Actively building your portfolio and identifying opportunities to upsell and cross-sell services
• Supporting team development through training, coaching and strong day-to-day leadership

• ACA or ACCA qualified with a minimum of 3 years’ experience in practice
• Part-qualified ACA or ACCA will be considered with significant experience managing a portfolio and leading an accounting team
• Proven experience managing your own portfolio of clients, alongside team management
• Strong experience with cloud accounting software (Xero preferred)
• Working knowledge of accounting support tools such as Dext, CCH (or similar)
• Skills and attributes
• A can-do attitude with exceptional communication and organisational skills
• A compassionate, confident leader who can inspire and motivate junior team members
• Passion for client relationships and delivering excellent customer service
• Proactive approach, comfortable taking ownership and driving standards

• Hybrid

• Competitive salary 45-55k per annum
• Company pension scheme
• 25 days’ annual leave plus bank holidays
• Additional annual leave at certain levels of seniority
• Option to buy up to 5 additional days’ annual leave (up to 30 days total)
• Business closure over Christmas (subject to business needs)
• Life assurance (4x annual salary)
• Enhanced family leave policies
• Enhanced company sick pay
• Employee Assistance Programme (24/7 support, free and confidential)
• Corporate discounts platform

• Critical illness cover
• Cash plan
• Cycle to work
• Eye care
• Dental

If you are looking to join a supportive and growing practice where your contribution will be recognised and your career can develop further, we would be delighted to hear from you.

To apply or have a confidential chat first, contact:

David Hawthorne-Finch

Email: