Portfolio Manager Location: Essex - Hadleigh (office-based)
Overview A well-regarded, relationship-driven accountancy firm is seeking a newly or recently qualified accountant (ICAEW/ACCA/ICAS) to take ownership of a mixed client portfolio and lead two Associate Accountants. The firm offers a supportive, people-focused culture with clear progression and strong leadership visibility.
Key Responsibilities
Manage and develop a client portfolio (c. £300k GRF at capacity).
Act as primary client contact, delivering a high-quality, relationship-led service.
Lead client meetings, including onboarding for new clients.
Review work across accounts, tax, management accounts, VAT (complex) and KPI reporting.
Ensure deadlines are met and fees remain commercial.
Lead, support, and develop two Associate Accountants.
Maintain accurate databases, uphold compliance, and promote continuous improvement.
Candidate Profile
Newly or recently qualified accountant (ICAEW/ACCA/ICAS).
Strong communicator with excellent client-handling skills.
Detail-focused, organised, and commercially aware.
Technically confident across accounting and tax.
Positive, proactive, and improvement-minded.
Enjoys a structured, office-based, collaborative environment.
Working Environment
Fully office-based and highly supportive.
Strong leadership visibility and clear expectations.
Long-standing team with excellent retention.
Early responsibility and non-equity progression opportunities.
This is a superb opportunity for someone who:
Enjoys client relationships
Wants early responsibilityValues clarity, structure, and a supportive cultureIs seeking a long-term professional home within a stable and growing firm
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