Your newpany
We’re exclusively recruiting for a Portfolio Director on behalf of a highly regarded independent accountancy firm based in Bury. This is a strategic leadership role, ideal for a senior manager or director-level candidate ready to take ownership of a substantial client portfolio and play a key role in the firm’s continued growth. The firm is known for its strong regional presence, modern approach, andmitment to client service. With a collaborative culture and ambitious leadership team, this is a rare opportunity to join at a senior level with real influence.
Your new role
You will l ead and manage a diverse client portfolio, ensuring high-quality service delivery across accounts, tax, and advisory. You will act as a trusted advisor to clients, providing strategic insight andmercial guidance. Duties will include : overseeing Overseeing workflow, team performance, and clientmunications across the portfolio.
You will drive growth through client retention, cross-selling, and new business development. You will mentor and develop a team of qualified and part-qualified accountants and contribute to firm-wide initiatives, operational improvements, and strategic planning.
What you'll need to succeed
You will be ACA/ACCA qualified with significant post-qualification experience and a proven track record of managing a client portfolio within an accountancy practice. You will be a strong leader and have exceptional management skills. You will bemercially astute with excellent client relationship capabilities and be ambitious, proactive, and confident in a senior client-facing role.
What you'll get in return
Apetitive salary and performance-based bonus is on offer with a clear route to equity or partnership for the right candidate. Flexible working arrangement and a modern office environment. You will have the opportunity to shape the future of a growing firm.