Portfolio manager

Job Description

Portfolio Manager — Job Description

Location: Office-based 3–4 days per week

Employment Type: Full-time

Department: Accounts & Business Services

Overview

We are seeking an experienced Portfolio Manager to oversee a varied client portfolio and lead the delivery of high-quality accounting, tax, and advisory services. This role is ideal for a technically strong accountant with excellent client management skills and a proven ability to manage workflows, mentor junior staff, and ensure consistent delivery across statutory accounts, management reporting, and tax compliance.

Key Responsibilities

Portfolio & Client Management

* Act as the primary point of contact for a diverse portfolio of clients across multiple sectors.
* Build strong, long-term client relationships through proactive communication and delivery of high-quality work.
* Review work completed by junior and mid-level team members, ensuring accuracy and technical compliance.
* Identify advisory opportunities and support the delivery of value-added services.

Statutory Accounts Production

* Review and prepare statutory accounts in accordance with:
* FRS 102
* FRS 102 1A
* FRS 105
* IFRS
* Ensure all financial statements comply with relevant accounting standards and firm quality guidelines.

Management Reporting

* Prepare and review management accounts, ensuring timely and accurate reporting.
* Provide insightful variance analysis, commentary, and financial insights to support client decision-making.

Tax & Compliance

* Oversee and review corporation tax computations and returns.
* Manage VAT compliance, including preparation, review, and submission of VAT returns.
* Ensure all filings and submissions are made accurately and within statutory deadlines.

Team Leadership & Workflow Management

* Assist in training, mentoring, and supervising junior team members.
* Manage job scheduling, deadlines, and workflow across the portfolio.
* Contribute to the continuous improvement of internal processes and technical standards.

Skills & Experience Required

Technical Skills

* Strong knowledge of UK GAAP (FRS102, FRS102 1A, FRS105) and IFRS.
* Proven experience in statutory accounts preparation and review.
* Strong understanding of management reporting and variance analysis.
* Solid corporate tax and VAT compliance experience.

Systems Experience

* Iris (essential)
* Xero
* Sage
* QuickBooks
* Dext

Professional Experience

* ACA / ACCA qualified (or equivalent experience).
* 5+ years’ experience in practice, with experience managing client portfolios.
* Strong analytical ability and a high level of attention to detail.
* Excellent communication and client-handling skills.

Personal Attributes

* Proactive, organised, and able to manage multiple deadlines.
* Confident in advising clients and presenting financial information clearly.
* Team-focused, supportive, and motivated to help others develop.
* Commercially aware, with a passion for delivering high-quality work.