Accounts Portfolio Manager

CMA Recruitment Group; Fareham; On-site; GBP 50,000 - 60,000; Full time

Job summary

A rapidly expanding independent firm of accountants is seeking an Accounts Portfolio Manager to lead client accounts and support junior staff. This leadership role offers the opportunity to enhance the firm's growth through quality service delivery and client relationships in a supportive office environment.

Benefits

Excellent Benefits

Clear Progression Path

Qualifications

• Proven experience in an accountancy practice.
• Strong client-facing experience.
• Experience in mentoring or managing junior staff.

Responsibilities

• Managing a portfolio of clients and delivering various account services.
• Acting as the main point of contact for clients.
• Supporting the development of junior staff through supervision.

Skills

Client Management

Interpersonal Skills

Coaching

Education

ACA or ACCA Qualified

Job description

• £50k - 60k per year + Excellent Benefits + Clear Progression Path

This rapidly expanding independent firm of accountants, with multiple offices across the region, is seeking a qualified Accounts Portfolio Manager to join their dynamic team. This is a great opportunity to take on a key leadership role within a business that is experiencing significant growth and prides itself on its reputation for quality, integrity, and long-term client relationships.

Working in a collaborative and supportive office environment, you will play a pivotal role in managing client accounts, delivering excellent service, and mentoring junior team members.

What will the Accounts Portfolio Manager role involve?

• Managing a portfolio of clients, delivering a range of accounts services including preparation, review, and advisory work.
• Acting as the main point of contact for clients, managing relationships, deadlines, and billing.
• Supporting the development of junior staff through effective supervision, coaching, and review.
• Contributing to the firm’s growth through quality service delivery and identification of additional opportunities.

Suitable Candidate for the Accounts Portfolio Manager vacancy:

• ACA or ACCA qualified with proven experience within an accountancy practice.
• Strong client-facing experience and the ability to manage a varied portfolio independently.
• Experience in mentoring or managing more junior staff.
• Excellent interpersonal and communication skills with a proactive and professional attitude.

Additional benefits and information:

• Significant opportunity for career progression in a growing firm.
• Supportive and forward-thinking team culture.
• Competitive salary and benefits package.

CMA Recruitment Group is acting as a recruitment agency in relation to this role. CMA complies with all relevant UK legislation and doesn’t discriminate on any protected characteristics. By completing the application process, you agree to the terms outlined in our Privacy Notice and that CMA may contact you in connection with your application in relation to CMA providing you with work finding services. Our Privacy Notice can be viewed under the privacy tab on our website. CMA is currently receiving a high volume of applications. Whilst we ensure all applications are considered, regrettably, it may not be possible to respond individually to all applications received.

Meridians House,
7 Ocean Way,
Ocean Village,
Southampton,
Hampshire
SO14 3TJ

Regus,
Building 2,
Guildford Business Park Rd,
Guildford,
Surrey
GU2 8XG