Portfolio Manager

ProTalent Limited; Chichester; On-site; GBP 40,000 - 55,000; Full time

Job summary

A leading accountancy practice in Chichester is seeking a qualified Portfolio Manager to oversee a diverse client portfolio. The role involves managing client service delivery, mentoring junior staff, and ensuring compliance. The ideal candidate will have strong client management skills and be ACCA or ACA qualified with relevant experience. The firm offers a supportive environment, competitive salary, and attractive benefits 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 providing feedback.

Responsibilities

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

Skills

Client Management

Communication

Organizational Skills

Detail-oriented

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.