Overview
Accounts Manager (Accounts Portfolio Manager)
Location: Exeter
Reference: HD1103
Contract Type: Permanent
Salary: Competitive + Benefits
Are you an experienced Accounts Manager or Accounts Portfolio Manager looking to take the lead on a varied portfolio of clients?
This is a senior role within a supportive and forward-thinking accountancy practice. You’ll have responsibility for managing client relationships, reviewing accounts and tax compliance work, providing strategic advice, and mentoring junior staff. It’s the perfect opportunity for a qualified accountant who enjoys both the technical and people side of practice.
Benefits
* 23 days holiday plus bank holidays, plus your birthday off
* Company pension scheme with employer contributions
* Death in service cover for peace of mind
* NHS top-up health cash plan
* Agile working options, with some remote flexibility after probation
* Ongoing professional development and clear progression opportunities
* Friendly, collaborative team culture where your input is valued
About the Client
Our client is a well-regarded and growing accountancy practice in Exeter, working with a diverse portfolio of SMEs, partnerships, and sole traders. They pride themselves on delivering not only compliance work but also proactive advice that adds real value. With a supportive culture, modern systems, and a strong reputation locally, this firm offers an excellent platform to develop your career further.
Responsibilities
* Manage your own client portfolio of SMEs, partnerships, and sole traders
* Prepare and review financial statements, accounts, tax returns, and management reports
* Provide strategic business and tax advice, including cash flow, planning, and growth support
* Build strong client relationships, acting as the first point of contact for queries
* Mentor, supervise, and review the work of junior team members
* Ensure compliance with UK GAAP/IFRS and the latest tax legislation
* Contribute to internal improvements and firm-wide initiatives such as staff training and business development
Qualifications
* ACA or ACCA qualified (or equivalent) - Essential
* Experience in accountancy practice, managing a client portfolio -Essential
* Strong technical knowledge of UK GAAP/IFRS and tax compliance
* Proficient with cloud-based accounting software such as Xero, QuickBooks, or Sage
* Strong leadership and mentoring skills, with a track record of developing junior staff
* Excellent communication and client-facing skills able to build trusted relationships
* Organised, commercially aware, and proactive in identifying opportunities to add value
This role is ideal for a personable, ambitious accountant who wants to play a key role in supporting local businesses while also progressing their own career within a growing practice.
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