Portfolio Manager – Accountancy Practice | Chichester
Full Time | Permanent
28 Days Holiday, Birthday Off, Bonus Scheme, Free Parking
Are you a qualified accountant looking to take ownership of a diverse client portfolio in a growing, forward-thinking firm?
We’re working with a well-established and progressive accountancy practice with offices across Chichester and Hampshire. They are seeking a proactive and experienced Portfolio Managerto join their dynamic team. This is a fantastic opportunity for someone with strong client management skills who enjoys variety and thrives in a collaborative, supportive environment.
The Role
As Portfolio Manager, you will lead the delivery of services to your own portfolio of clients, ensuring compliance, quality, and a first-class client experience. Your responsibilities will include:
* Managing all aspects of client service delivery, including year-end accounts, corporation tax, and personal tax compliance
* Advising clients on business and tax matters, offering strategic insight and support
* Leading and mentoring junior team members, reviewing work, and supporting their development
* Overseeing workflow to ensure timely, accurate, and efficient delivery of services
* Meeting internal billing targets and service KPIs
* Supporting Directors and Partners on more complex or high-value clients
You’ll play a vital role in maintaining client relationships and driving excellent standards across the practice.
About You
You will be:
* ACCA or ACA qualified, with at least 2–3 years' post-qualification experience in a UK accountancy practice
* Confident managing your own portfolio and communicating with clients at all levels
* Organised, detail-oriented, and comfortable working to deadlines
* Experienced in reviewing accounts and providing constructive feedback to junior staff
* Technically strong, with a good grasp of both business and personal tax compliance
* Proficient in Microsoft Office, especially Excel and Word
Experience with a variety of accounting software and an interest in advisory work will be highly valued.
What’s on Offer
* Competitive salary, dependent on experience
* 28 days holiday (including Bank Holidays), increasing with service
* An extra day off for your birthday
* Discretionary annual bonus scheme
* Regular staff social events
* Free onsite parking
A full UK driving licence is required due to office locations.
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