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. Youll have responsibility for managing client relationships, reviewing accounts and tax compliance work, providing strategic advice, and mentoring junior staff. Its 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
About You: 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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