Portfolio Manager

ProTalent Limited; Basingstoke; On-site; GBP 80,000 - 100,000; Full time

Job summary

A respected accountancy firm in Hampshire seeks an experienced Portfolio Manager to manage a diverse client portfolio. The ideal candidate will hold an ACA or ACCA qualification, have solid experience in an accountancy practice, and enjoy client interaction. Responsibilities include managing client accounts, providing proactive business advice, and overseeing junior staff. The firm values relationships over rigid structures, offering competitive salary, growth opportunities, and a supportive work environment.

Benefits

Competitive salary based on experience

Warm and welcoming working environment

Opportunities to grow and evolve in role

Qualifications

• Solid experience in an accountancy practice environment.
• Comfortable handling mixed portfolios and providing business advice.
• Highly organised and able to manage deadlines.

Responsibilities

• Manage a portfolio of clients, mainly owner-managed businesses.
• Prepare and review year-end accounts and tax submissions.
• Provide proactive business advice to clients.
• Build long-term client relationships.
• Oversee junior staff and assist in their development.

Skills

Client relationship management

Communication skills

Attention to detail

Team collaboration

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.