Portfolio Manager
Location: Essex - Hadleigh (office-based)
Overview
A well-regarded, relationship-driven accountancy firm is seeking a newly or recently qualified accountant (ICAEW/ACCA/ICAS) to take ownership of a mixed client portfolio and lead two Associate Accountants. The firm offers a supportive, people-focused culture with clear progression and strong leadership visibility.
Key Responsibilities
* Manage and develop a client portfolio (c. £300k GRF at capacity).
* Act as primary client contact, delivering a high-quality, relationship-led service.
* Lead client meetings, including onboarding for new clients.
* Review work across accounts, tax, management accounts, VAT (complex) and KPI reporting.
* Ensure deadlines are met and fees remain commercial.
* Lead, support, and develop two Associate Accountants.
* Maintain accurate databases, uphold compliance, and promote continuous improvement.
Candidate Profile
* Newly or recently qualified accountant (ICAEW/ACCA/ICAS).
* Strong communicator with excellent client-handling skills.
* Detail-focused, organised, and commercially aware.
* Technically confident across accounting and tax.
* Positive, proactive, and improvement-minded.
* Enjoys a structured, office-based, collaborative environment.
Working Environment
* Fully office-based and highly supportive.
* Strong leadership visibility and clear expectations.
* Long-standing team with excellent retention.
* Early responsibility and non-equity progression opportunities.
This is a superb opportunity for someone who:
* Enjoys client relationships
* Wants early responsibilityValues clarity, structure, and a supportive cultureIs seeking a long-term professional home within a stable and growing firm
#J-18808-Ljbffr