Portfolio Lead

Location: Hybrid - Home working & London

Salary: £45,000 to £60,000 p.a. (depending on experience)

Closing date: Monday 23rd February 2026

Our Portfolio Leads are at the heart of what makes Practice tick as the go-to accounting agency in the creative industries. The role is a pivotal, client-facing position with responsibility for the delivery, performance and development of a portfolio of small-to-mid-sized creative businesses.

You will lead and develop a small team, act as primary point of contact for clients, and take ownership of service quality, operational performance and commercial health across your portfolio. This role is central to how our firm develops commercially while maintaining the highest-quality, relationship-led client experience for our clients.

Portfolio ownership & client leadership

• Take ultimate responsibility for delivery of services to a small portfolio of clients.
• Act as the key point of contact for clients, ensuring their needs are met professionally and accurately.
• Maintain high client satisfaction while balancing growth, efficiency and quality.

Team leadership & development

• Lead, coach and develop a team of typically 3 junior and mid-level staff.
• Champion the firm’s house-style, values and standards across all client work.
• Ensure client bookkeeping, VAT returns and statutory accounts are delivered by the team accurately and in line with our targets.
• Support clients through the delivery of all contracted compliance work.
• Conduct pre-year-end reviews to identify tax planning and efficiency opportunities.
• Maintain consistent quality and presentation across all deliverables.

Advisory & commercial awareness

• Provide practical, responsive advice and troubleshooting support to clients.
• Support basic budgeting and financial analysis for clients with the support of the directors.
• Take ownership of the commercial health of your portfolio.

Operational performance & improvement

• Monitor team and client KPIs and proactively address any performance gaps.
• Develop and document clear processes and ways-of-working.
• Share best practice with other Portfolio Leads to drive firm-wide improvement.

• Minimum of 4 years' experience working in an accounting and finance role.
• Preferably fully-qualified ACA, ACCA or equivalent accounting qualification.
• Proven client-facing experience in an accountancy practice.
• Strong working knowledge of VAT, bookkeeping standards and statutory accounts preparation.
• Some experience leading or supervising a small team in a professional context.
• Excellent organisational skills and the ability to manage multiple deadlines.
• Clear communicator with strong attention to detail and commitment to quality.
• Comfortable working collaboratively and enforcing consistent processes across teams and clients.
• Experience with cloud accounting software (e.g., Xero, Quick Books) and other financial systems.

• Flexible working arrangements come as standard - our core hours are 10am to 4pm, but there’s no fixed start or end time each day so you’re more able to fit work around life
• We’re a hybrid team right now, but we'll make you feel welcome with a series of online and in-person events. Our team members who are based in the London area get together once every month, and those who live further afield join us for our twice annual ‘all-team’ get-togethers.
• Workplace pension with NEST
• Learning and development budget available and encouraged
• Study support for accountancy qualifications
• 25-day holiday allowance, plus bank holidays (pro rata)

Imagine a business partner who can switch from discussing financial targets, to legal contracts to finding the perfect hire, but also gets excited about creative ideas, fresh opportunities and new ways to grow.

That’s Practice.

We’re regulated as a firm of Chartered Accountants, but we go way beyond the fundamentals; we believe that when it comes to business, the magic happens when practical planning lines up with creative thinking.

We’ve been around for 6 years and have quietly built a reputation as the go-to advisory and accounting firm in the creative industries.

We’ll always remain ‘boutique’, but right now there’s huge potential for us to deepen our offer for a portfolio of pre-eminent growing brands - benefit ting our clients and the creative industries as a whole.