Job Description
TPF Recruitment is pleased to be recruiting on behalf of a well-established and expanding accountancy practice with offices in Chichester and Hampshire, who are seeking an experienced Portfolio Manager to join their growing team.
This vibrant and forward-thinking firm delivers high-quality services to a diverse client base and prides itself on a collaborative, supportive culture. This is a fantastic opportunity for a qualified and driven professional looking to progress their career within a dynamic and client-focused environment.
The Role
As a Portfolio Manager, you’ll take ownership of a varied portfolio of clients, ensuring delivery of a high-quality service across accounts, taxation, and business advisory.
Key Responsibilities:
* Manage a portfolio of clients across various sectors and business types (Limited Companies, LLPs, Sole Traders, Partnerships)
* Oversee the preparation and submission of year-end accounts and tax returns
* Handle personal tax matters, ensuring compliance and timely filing
* Provide strategic business advice to clients where appropriate
* Review work completed by junior team members, ensuring quality and accuracy
* Mentor and coach less experienced staff, assisting in their development
* Ensure internal SLAs, deadlines, and regulatory requirements are consistently met
* Contribute to monthly billing targets and broader departmental objectives
* Collaborate with Partners/Directors on more complex or high-net-worth clients
* Ensure adherence to firm-wide policies, procedures, and compliance standards
RequirementsThe Ideal Candidate
You will be a qualified accountant (ACA or ACCA) with a minimum of 2-3 years' post-qualification experience within an accountancy practice. You’ll have a proven ability to manage client portfolios and demonstrate strong leadership, communication, and organisational skills.
Essential Skills & Experience:
* ACA/ACCA qualified with post-qualified practice experience
* Solid understanding of statutory accounts preparation and tax (corporate and personal)
* Confident managing your own portfolio of clients and acting as a trusted advisor
* Ability to conduct first-level file reviews and provide constructive feedback
* Strong IT skills, particularly MS Excel and accounting software
* Excellent interpersonal and client communication skills
* Highly organised, proactive, and comfortable working in a fast-paced team environment
* Previous experience in mentoring or coaching junior team members is highly desirable
Benefits
Benefits: 28 days holiday (including Bank Holidays), rising to 33 days with service, birthday leave, discretionary bonus scheme, free on-site parking.
Please contact Mark Sitton on, or via LinkedIn for a confidential conversation.
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