Portfolio Manager

Pro Talent; Basingstoke; On-site; GBP 80,000 - 100,000; Full time

Job summary

A leading accountancy firm in the UK is seeking an experienced Portfolio Manager to join their team. In this key role, you will manage a portfolio of diverse clients, providing accounting, tax, and business advisory services. The firm is focused on building long-term relationships and values a supportive team environment. Ideal candidates must be ACA or ACCA qualified with strong communication skills and attention to detail. This firm offers a competitive salary and opportunities for personal growth.

Benefits

Competitive salary

Warm working environment

Opportunities for growth

Qualifications

• Qualified ACA or ACCA with experience in accountancy practice.
• Comfortable managing a diverse client portfolio.
• Strong communication and organizational skills.

Responsibilities

• Manage a portfolio of owner-managed business clients.
• Prepare and review year-end accounts and tax returns.
• Build long-term relationships with clients.

Skills

Managing client portfolio

Proactive business advice

Strong communication skills

Team collaboration

Attention to detail

Education

ACA or ACCA qualification

Job description

Portfolio Manager, Accountancy Practice, Hampshire

A respected and forward-thinking accountancy firm in Hampshire is looking to welcome an experienced Portfolio Manager to their growing team. This is a key role within the practice, offering the opportunity to work closely with a diverse client base and lead on delivering accounts, tax and business advisory services with a personal, relationship-led approach.

This role would suit a qualified ACCA or ACA accountant who enjoys variety, autonomy and client interaction, and is ready to take on a hands‑on portfolio with responsibility and support in equal measure.

The role

• Managing your own portfolio of clients, predominantly owner‑managed businesses across a range of industries
• Preparing and reviewing year‑end accounts, corporation tax returns and personal tax submissions
• Providing proactive business advice and identifying opportunities to add value
• Building long‑term client relationships through trust, clarity and tailored support
• Overseeing junior staff and assisting in their development where appropriate
• Working closely with partners and other team members to ensure seamless service delivery

What we’re looking for

• ACA or ACCA qualified with solid experience in an accountancy practice environment
• Comfortable handling a mixed portfolio and advising on both compliance and business matters
• Strong communication skills and a personable, down‑to‑earth approach
• Highly organised with great attention to detail and the ability to manage deadlines
• A collaborative mindset and enthusiasm for being part of a supportive, close‑knit team

What’s on offer

• A progressive, client‑focused firm that values relationships over rigid structures
• A warm and welcoming working environment where ideas and input are genuinely valued
• Competitive salary based on experience
• Opportunities to grow and evolve your role as the firm continues to expand
• A balance of professionalism and flexibility to support a healthy work‑life rhythm

If you’re an experienced portfolio manager or senior accountant looking for that next step in a firm where people come first, both clients and colleagues, we’d love to hear from you.