Accounts & Portfolio Manager: Lead Clients & Team

TPF Recruitment Ltd; 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

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.