Job Description
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 nowIf 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