Overview
This is a newly created position and this role has come aboard based on growth and demand within the business. Reporting to the Director of the practice, the Portfolio Manager position works for a forward‑thinking, tech‑driven accountancy practice based in Surrey. The Portfolio Manager will lead client relationships, inspire business owners with financial insight, and play a key role in developing a small team.
What Makes This Role Different
Modern & Flexible Working: 3 days in the office (Tues‑Thurs) for collaboration. Work remotely the rest of the week.
A Culture That Values Innovation: This business is constantly evolving how they work, embracing automation and new technologies to make life easier for both the team and their clients.
Room to Grow: Be part of an ambitious practice where your ideas and input genuinely shape the business.
What You’ll Be Doing
* Managing a diverse portfolio of clients, acting as their go‑to advisor and ensuring exceptional service delivery.
* Leading and coordinating the accounting and tax teams to meet key deadlines.
* Reviewing and finalising year‑end financial statements and tax returns.
* Preparing and reviewing management accounts and self‑assessment tax returns.
* Holding client meetings, offering strategic advice, and building lasting relationships.
* Getting involved in business reporting and monthly billing.
* Championing technology and exploring new software that helps the business work smarter.
What We’re Looking For
* ACA / ACCA qualified with 5+ years post‑qualification experience in practice.
* Confident communicator who knows when to pick up the phone, jump on Zoom, or just check in with a client.
* Passion for delivering brilliant client experiences and offering practical, commercial advice.
* Tech‑savvy mindset and enthusiasm for process improvement and automation.
* Strong organisational skills with the ability to manage multiple priorities.
What’s In It for You
* Competitive salary up to £65,000 (depending on experience).
* Flexible hours and hybrid working.
* Access to a state‑of‑the‑art gym and phone allowance.
* 24 days holiday + bank holidays + an extra day off for your birthday.
* Pension contribution.
* A culture that recognises and celebrates your impact.
If you’re ready to join a modern accountancy practice where your voice matters, hit Apply today and tell us why this role is the perfect next step in your career.
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