Job Description Portfolio Manager Location : Bolton Salary : 45-55k per annum Experience : ACA or ACCA qualified (or part-qualified with significant portfolio and team management experience) The Role We are looking for an exceptional Portfolio Manager to join a busy Bolton accounting team and hit the ground running with their own portfolio of limited company clients. You will have a direct, supportive team consisting of an Accountant and a Bookkeeper, enabling you to focus on delivering an exemplary service, providing proactive advice, and building strong long-term client relationships. What you will be doing Providing excellent service, support and proactive business advice to a portfolio of limited company clients Managing and reviewing statutory and management accounts from planning through to completion, ensuring compliance with HMRC and Companies House standards and deadlines Managing and reviewing corporation tax, personal tax and VAT computations and returns Analysing company accounts and delivering tailored advisory support to clients Managing company secretarial tasks, including CS01s, company formations and ad-hoc filings Monitoring deadlines across your portfolio (accounts, VAT, tax returns, CS01s and related compliance) Leading, developing and monitoring performance across a team of senior and junior staff to maintain standards, compliance and service quality Advising clients on tax planning, including remuneration strategy, pension contributions and capital assets Liaising with credit control to ensure services are billed correctly and credit control policy is followed Working closely with the Personal Tax Manager on self assessment for your portfolio, and with wider tax specialists on more complex matters Reporting regularly to senior management on portfolio statistics and performance Attending and leading client meetings when required Actively building your portfolio and identifying opportunities to upsell and cross-sell services Supporting team development through training, coaching and strong day-to-day leadership What we are looking for ACA or ACCA qualified with a minimum of 3 years’ experience in practice Part-qualified ACA or ACCA will be considered with significant experience managing a portfolio and leading an accounting team Proven experience managing your own portfolio of clients, alongside team management Strong experience with cloud accounting software (Xero preferred) Working knowledge of accounting support tools such as Dext, CCH (or similar) Skills and attributes A can-do attitude with exceptional communication and organisational skills A compassionate, confident leader who can inspire and motivate junior team members Passion for client relationships and delivering excellent customer service Proactive approach, comfortable taking ownership and driving standards Working pattern Hybrid What’s On Offer Competitive salary 45-55k per annum Company pension scheme 25 days’ annual leave plus bank holidays Additional annual leave at certain levels of seniority Option to buy up to 5 additional days’ annual leave (up to 30 days total) Business closure over Christmas (subject to business needs) Life assurance (4x annual salary) Enhanced family leave policies Enhanced company sick pay Employee Assistance Programme (24/7 support, free and confidential) Corporate discounts platform Flexible benefits platform (seniority dependent, self-funded at corporate rates), including options such as: Critical illness cover Cash plan Cycle to work Eye care Dental Apply in Confidence If you are looking to join a supportive and growing practice where your contribution will be recognised and your career can develop further, we would be delighted to hear from you. To apply or have a confidential chat first, contact: David Hawthorne-Finch Email: d.hawthorne-finch@h-fts.com