Portfolio Manager

Pro Talent; Chichester; On-site; GBP 45,000 - 60,000; Full time

Job summary

A leading accountancy practice in Chichester is seeking a Portfolio Manager to oversee a diverse client portfolio. This role requires strong client management skills and offers a supportive environment for professional growth. Responsibilities include managing client services, advising on tax matters, and mentoring junior staff. Competitive salary and benefits are offered, including 28 days holiday and a bonus scheme.

Benefits

28 Days Holiday

Birthday Off

Bonus Scheme

Free Parking

Qualifications

• 2-3 years post-qualification experience in a UK accountancy practice.
• Experience in reviewing accounts and mentoring junior staff.

Responsibilities

• Manage client service delivery, including accounts and tax compliance.
• Advise clients on business and tax matters.
• Lead and mentor junior team members.

Skills

Client Management

Communication

Organisational Skills

Detail-Oriented

Tax Compliance

Education

ACCA or ACA Qualified

Tools

Microsoft Office

Job description

Portfolio Manager – Accountancy Practice | Chichester

Full Time | Permanent
28 Days Holiday, Birthday Off, Bonus Scheme, Free Parking

Are you a qualified accountant looking to take ownership of a diverse client portfolio in a growing, forward-thinking firm?

We’re working with a well-established and progressive accountancy practice with offices across Chichester and Hampshire. They are seeking a proactive and experienced Portfolio Managerto join their dynamic team. This is a fantastic opportunity for someone with strong client management skills who enjoys variety and thrives in a collaborative, supportive environment.

The Role

As Portfolio Manager, you will lead the delivery of services to your own portfolio of clients, ensuring compliance, quality, and a first-class client experience. Your responsibilities will include:

• Managing all aspects of client service delivery, including year-end accounts, corporation tax, and personal tax compliance

• Advising clients on business and tax matters, offering strategic insight and support

• Leading and mentoring junior team members, reviewing work, and supporting their development

• Overseeing workflow to ensure timely, accurate, and efficient delivery of services

• Meeting internal billing targets and service KPIs

• Supporting Directors and Partners on more complex or high-value clients

You’ll play a vital role in maintaining client relationships and driving excellent standards across the practice.

About You

You will be:

• ACCA or ACA qualified, with at least 2–3 years' post-qualification experience in a UK accountancy practice

• Confident managing your own portfolio and communicating with clients at all levels

• Organised, detail-oriented, and comfortable working to deadlines

• Experienced in reviewing accounts and providing constructive feedback to junior staff

• Technically strong, with a good grasp of both business and personal tax compliance

• Proficient in Microsoft Office, especially Excel and Word

Experience with a variety of accounting software and an interest in advisory work will be highly valued.

What’s on Offer

• Competitive salary, dependent on experience

• 28 days holiday (including Bank Holidays), increasing with service

• An extra day off for your birthday

• Discretionary annual bonus scheme

• Regular staff social events

• Free onsite parking

A full UK driving licence is required due to office locations.