Portfolio Manager, Accountancy Practice, Hampshire
A respected and forward-thinking accountancy firm in Hampshire is looking to welcome an experienced Portfolio Manager to their growing team. This is a key role within the practice, offering the opportunity to work closely with a diverse client base and lead on delivering accounts, tax and business advisory services with a personal, relationship-led approach.
This role would suit a qualified ACCA or ACA accountant who enjoys variety, autonomy and client interaction, and is ready to take on a hands-on portfolio with responsibility and support in equal measure.
The role:
Managing your own portfolio of clients, predominantly owner-managed businesses across a range of industries
Preparing and reviewing year-end accounts, corporation tax returns and personal tax submissions
Providing proactive business advice and identifying opportunities to add value
Building long-term client relationships through trust, clarity and tailored support
Overseeing junior staff and assisting in their development where appropriate
Working closely with partners and other team members to ensure seamless service delivery
What we’re looking for:
ACA or ACCA qualified with solid experience in an accountancy practice environment
Comfortable handling a mixed portfolio and advising on both compliance and business matters
Strong communication skills and a personable, down-to-earth approach
Highly organised with great attention to detail and the ability to manage deadlines
A collaborative mindset and enthusiasm for being part of a supportive, close-knit team
What’s on offer:
A progressive, client-focused firm that values relationships over rigid structures
A warm and welcoming working environment where ideas and input are genuinely valued
Competitive salary based on experience
Opportunities to grow and evolve your role as the firm continues to expand
A balance of professionalism and flexibility to support a healthy work-life rhythm
If you’re an experienced portfolio manager or senior accountant looking for that next step in a firm where people come first, both clients and colleagues, we’d love to hear from you