Portfolio Manager

Portfolio Manager

Location: Essex
Salary: Up to £50,000 DOE
Job Type: Full-Time, Permanent

An ambitious and growing accountancy practice is looking to appoint an experienced Portfolio Manager to join its established team.

This is an excellent opportunity for a practice professional who enjoys building strong client relationships, managing a diverse client portfolio and supporting the development of junior team members.

As Portfolio Manager, you will be responsible for managing a varied portfolio of clients, acting as their primary point of contact and ensuring the delivery of high-quality accounting, tax and advisory services.

• Managing a portfolio of SME, limited company, partnership and sole trader clients
• Reviewing statutory accounts, management accounts and tax returns
• Building and maintaining strong client relationships
• Providing proactive business and financial advice
• Managing client deadlines and ensuring compliance requirements are met
• Reviewing work prepared by junior and senior team members
• Supporting, mentoring and developing junior staff
• Identifying opportunities to provide additional services to existing clients
• Working closely with Directors and Partners to support practice growth

• Previous experience within an accountancy practice is essential
• Proven experience managing a client portfolio
• Strong knowledge of accounts preparation and tax compliance
• Experience reviewing and supervising the work of others
• Excellent communication and client-facing skills
• Commercially minded with a proactive approach
• Experience using cloud accounting software including Xero, Sage and Quick Books
• ACA, ACCA or qualified by experience candidates will be considered

• Competitive salary up to £50,000 depending on experience
• Clear progression opportunities
• Supportive and collaborative working environment
• Diverse and interesting client portfolio
• Ongoing professional development
• Long-term career prospects within a successful practice