Accounts & Portfolio Manager

TPF Recruitment; Fleet; On-site; GBP 50,000 - 60,000; Full time

Benefits offered by this job

Benefits package

Job summary

TPF Recruitment Ltd in Fleet, United Kingdom, is seeking an experienced Accounts & Portfolio Manager to lead a small client portfolio and a small team of accountants. The role involves delivering high-quality statutory and management accounting services and building strong client relationships.

You will review accounts, manage taxation work, and collaborate with directors to develop the practice, with a competitive benefits package and an emphasis on professional development.

Qualifications

• ACA or ACCA qualified, or qualified by experience in accountancy practice.
• Experience managing client relationships and a portfolio of clients.
• Strong technical knowledge of statutory accounts preparation and business taxation.

Responsibilities

• Manage a small portfolio of clients including limited companies, sole traders and partnerships across industries.
• Review statutory, management accounts and corporation tax returns prepared by the team.
• Act as primary contact for portfolio; provide commercial and technical advice.
• Oversee and manage a small team of accountants; allocate work and monitor deadlines.
• Review team members' work; provide guidance and constructive feedback.
• Mentor and develop junior team members.
• Manage client deadlines, budgets and workflow to ensure accuracy and efficiency.
• Identify opportunities to provide additional services to clients.
• Work closely with directors to support development and growth of the practice.

Skills

Client relationship management

Team leadership

Accounts & portfolio management

Organisation & multitasking

Education

ACA/ACCA qualified or qualified by experience

Job description

Fleet, United Kingdom | Posted on 03/11/2026

TPF Recruitment, the South East'sleading accountancy practice recruitment agency, is delighted to be supportinga well-established and highly regarded independent firm of CharteredAccountants in Fleet with the recruitment of an experienced Accounts &Portfolio Manager.

This is an excellent opportunity for anACA or ACCA qualified accountant who enjoys a varied general practice role,combining technical accounts work, client relationship management and teamleadership. The successful candidate will take responsibility for a smallportfolio of clients while overseeing and supporting a small team ofaccountants, playing an important role in the continued success and developmentof the practice.

The firm has built an excellentreputation for delivering high-quality accountancy and advisory services to adiverse client base, including owner-managed businesses, SMEs and individuals.You will be joining a friendly and collaborative team, with close access to thedirectors and genuine opportunities to develop your career within a supportiveworking environment.

Responsibilities

As an Accounts & Portfolio Manager,you will take responsibility for managing a small portfolio of clients,alongside overseeing the day-to-day activities and development of a small teamof accountants. You will play a key role in ensuring clients receive aproactive, high-quality service while maintaining efficient workflow andstandards across the team.

Responsibilities will include:

• Managinga small and varied portfolio of clients, including limited companies, soletraders and partnerships across a range of industries.
• Reviewingstatutory accounts, management accounts and corporation tax returnsprepared by the wider team.
• Actingas the primary point of contact for your portfolio, building strong clientrelationships and providing commercial and technical advice.
• Overseeingand managing a small team of accountants, allocating work and monitoringdeadlines and workflow.
• Reviewingteam members' work, providing technical guidance, support and constructivefeedback.
• Mentoringand developing junior members of the team, supporting their ongoingprofessional development.
• Managingclient deadlines, budgets and workflow to ensure work is completedaccurately and efficiently.
• Identifyingopportunities to provide additional services and support clients withtheir wider business and accounting requirements.
• Workingclosely with the directors to support the continued development and growthof the practice.

Requirements

• ACA orACCA qualified, or qualified by experience with relevant accountancypractice experience.
• Previous/recentexperience working within a UK firm of Chartered Accountants.
• Strongtechnical knowledge of statutory accounts preparation and businesstaxation.
• Experiencemanaging client relationships and overseeing a portfolio of clients.
• Previousexperience supervising, reviewing the work of and supporting junioraccountants.
• Excellentcommunication and relationship management skills.
• Wellorganised, with the ability to manage multiple priorities and deadlines.
• Aproactive and personable approach, with the confidence to take ownershipof both client relationships and team responsibilities.
  
• Salarycirca £50,000 - £60,000 depending on experience and qualification status.
• Avaried and interesting client portfolio.
• Theopportunity to take ownership of a small portfolio while managing anddeveloping a close-knit team.
• A keyposition within a reputable independent practice, with close interactionwith the directors.
• A highly competitive benefits package is also on offer.