Portfolio Manager

Portfolio Manager, Accountancy Practice, Hampshire

A respected and forward-thinking accountancy firm in Hampshire is looking to welcome an experienced Portfolio Manager to their growing team. This is a key role within the practice, offering the opportunity to work closely with a diverse client base and lead on delivering accounts, tax and business advisory services with a personal, relationship-led approach.

This role would suit a qualified ACCA or ACA accountant who enjoys variety, autonomy and client interaction, and is ready to take on a hands-on portfolio with responsibility and support in equal measure.

The role:

• Managing your own portfolio of clients, predominantly owner-managed businesses across a range of industries

• Preparing and reviewing year-end accounts, corporation tax returns and personal tax submissions

• Providing proactive business advice and identifying opportunities to add value

• Building long-term client relationships through trust, clarity and tailored support

• Overseeing junior staff and assisting in their development where appropriate

• Working closely with partners and other team members to ensure seamless service delivery

What we re looking for:

• ACA or ACCA qualified with solid experience in an accountancy practice environment

• Comfortable handling a mixed portfolio and advising on both compliance and business matters

• Strong communication skills and a personable, down-to-earth approach

• Highly organised with great attention to detail and the ability to manage deadlines

• A collaborative mindset and enthusiasm for being part of a supportive, close-knit team

What s on offer:

• A progressive, client-focused firm that values relationships over rigid structures

• A warm and welcoming working environment where ideas and input are genuinely valued

• Competitive salary based on experience

• Opportunities to grow and evolve your role as the firm continues to expand

• A balance of professionalism and flexibility to support a healthy work-life rhythm

If you re an experienced portfolio manager or senior accountant looking for that next step in a firm where people come first, both clients and colleagues, we d love to hear from you.