Portfolio Manager – Leading Independent Accountancy Firm | Lancashire Your new company Are you an experienced accountancy professional looking to take the next step in your career? Our client, a leading independent accountancy firm in Lancashire, is seeking a proactive and commercially minded Portfolio Manager to join their growing team. This is a fantastic opportunity to work within a supportive, forward-thinking practice that values expertise, collaboration and exceptional client service. This is a highly respected and long‑established firm is known for delivering first-class accountancy, audit and advisory services to a diverse portfolio of clients across the region. With a strong reputation for quality and a culture built on trust and progression, they pride themselves on being both people-focused and performance-driven. Your new role As a Portfolio Manager, you will take ownership of a varied client portfolio, providing a comprehensive range of compliance and advisory services. You will be the main point of contact for your clients, ensuring they receive an outstanding experience while supporting the firm’s strategic growth. Managing a diverse client portfolio, including SMEs, owner-managed businesses and growing enterprises Overseeing year-end accounts, management accounts and tax compliance work Providing high-quality advisory support, identifying opportunities to add value Reviewing work prepared by junior team members and providing mentoring and guidance Building strong client relationships and supporting business development activity Ensuring all work is completed in line with regulatory requirements and firm standards What you'll need to succeed ACA/ACCA qualified (or equivalent) Experience managing your own portfolio within practice Strong technical knowledge across accounts and tax compliance Excellent communication and client relationship skills Confident in reviewing work and supporting junior colleagues Commercially aware, organised and able to manage deadlines effectively What you'll get in return Competitive salary and benefits package Clear progression opportunities within a growing firm Flexible, supportive working environment and hybrid working Ongoing professional development and training The chance to make a real impact within a respected, independent practice What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. 4722771