Portfolio Manager
Portfolio Manager
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Job Description
TPF Recruitment is pleased to be recruiting on behalf of a well-established and expanding accountancy practice with offices in Chichester and Hampshire who are seeking an experienced Portfolio Manager to join their growing team.
This vibrant and forward-thinking firm delivers high-quality services to a diverse client base and prides itself on a collaborative supportive culture. This is a fantastic opportunity for a qualified and driven professional looking to progress their career within a dynamic and client-focused environment.
The Role
As a Portfolio Manager you ll take ownership of a varied portfolio of clients ensuring delivery of a high-quality service across accounts taxation and business advisory.
Key Responsibilities:
Manage a portfolio of clients across various sectors and business types (Limited Companies LLPs Sole Traders Partnerships)
Oversee the preparation and submission of year-end accounts and tax returns
Handle personal tax matters ensuring compliance and timely filing
Provide strategic business advice to clients where appropriate
Review work completed by junior team members ensuring quality and accuracy
Mentor and coach less experienced staff assisting in their development
Ensure internal SLAs deadlines and regulatory requirements are consistently met
Contribute to monthly billing targets and broader departmental objectives
Collaborate with Partners/Directors on more complex or high-net-worth clients
Ensure adherence to firm-wide policies procedures and compliance standards
Requirements
The Ideal Candidate
You will be a qualified accountant (ACA or ACCA) with a minimum of 2-3 years post-qualification experience within an accountancy practice. You ll have a proven ability to manage client portfolios and demonstrate strong leadership communication and organisational skills.
Essential Skills & Experience:
ACA/ACCA qualified with post-qualified practice experience
Solid understanding of statutory accounts preparation and tax (corporate and personal)
Confident managing your own portfolio of clients and acting as a trusted advisor
Ability to conduct first-level file reviews and provide constructive feedback
Strong IT skills particularly MS Excel and accounting software
Excellent interpersonal and client communication skills
Highly organised proactive and comfortable working in a fast-paced team environment
Previous experience in mentoring or coaching junior team members is highly desirable
Benefits
ACA/ACCA qualified with post-qualified practice experience Solid understanding of statutory accounts preparation and tax (corporate and personal) Confident managing your own portfolio of clients and acting as a trusted advisor Ability to conduct first-level file reviews and provide constructive feedback Strong IT skills, particularly MS Excel and accounting software
Education
ACA/ACCA qualified with post-qualified practice experience Solid understanding of statutory accounts preparation and tax (corporate and personal) Confident managing your own portfolio of clients and acting as a trusted advisor Ability to conduct first-level file reviews and provide constructive feedback Strong IT skills, particularly MS Excel and accounting software
Employment Type
Full Time
