Accountancy Practice Portfolio Manager, Up to £65,000 + Benefits + Hybrid Working, Weybridge, Surrey
You can get further details about the nature of this opening, and what is expected from applicants, by reading the below.
Accountancy Practice Portfolio Manager Overview:
This is a newly created position and this role has come aboard based on growth and demand within the business. Reporting to the Director of the practice the Portfolio Manager position is working for a forward-thinking, tech-driven accountancy practice based in Surrey. The Portfolio Manager will lead client relationships, inspire business owners with financial insight, and play a key role in developing a small team.
What Makes This Role Different
Modern & Flexible Working: 3 days in the office (TuesThurs) for collaboration
work remotely the rest of the week.
A Culture That Values Innovation: This business is constantly evolving how they work, embracing automation and new technologies to make life easier for both the team and their clients.
Room to Grow: Be part of an ambitious practice where your ideas and input genuinely shape the business.
What Youll Be Doing
Managing a diverse portfolio of clients, acting as their go-to advisor and ensuring exceptional service delivery.
Leading and coordinating the accounting and tax teams to meet key deadlines.
Reviewing and finalising year-end financial statements and tax returns.
Preparing and reviewing management accounts and self-assessment tax returns.
Holding client meetings, offering strategic advice, and building lasting relationships.
Getting involved in business reporting and monthly billing.
Championing technology and exploring new software that helps the business work smarter.
What Were Looking For
ACA/ACCA qualified with 5+ years post-qualification experience in practice.
Confident communicator who knows when to pick up the phone, jump on Zoom, or just check in with a client.
Passion for delivering brilliant client experiences and offering practical, commercial advice.
A tech-savvy mindset and enthusiasm for process improvement and automation.
Strong organisational skills with the ability to manage multiple priorities.
Whats In It for You
Competitive salary up to £65,000 (depending on experience).
Flexible hours and hybrid working.
Access to a state-of-the-art gym and phone allowance.
24 days holiday + bank holidays + an extra day off for your birthday
Pension contribution.
A culture that recognises and celebrates your impact.
Interested?
If youre ready to join a modern accountancy practice where your voice matters, hit Apply today and tell us why this role is the perfect next step in your career.
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