Portfolio Manager

TPF Recruitment; Chichester; On-site; GBP 35,000 - 55,000; Full time

Job summary

TPF Recruitment is seeking an experienced Portfolio Manager for a well-established accountancy practice in Chichester. The ideal candidate will be ACA or ACCA qualified with strong leadership and client management skills, taking ownership of a diverse client portfolio while ensuring high-quality service delivery. This firm offers a collaborative culture and opportunities for career progression within an expanding team.

Benefits

28 days holiday (including Bank Holidays)

Rising to 33 days with service

Birthday leave

Discretionary bonus scheme

Free on-site parking

Qualifications

• Qualified accountant (ACA or ACCA) with 2-3 years post-qualification experience.
• Ability to manage client portfolios and mentor junior staff.
• Solid understanding of accounts preparation and tax compliance.

Responsibilities

• Manage a portfolio of clients and oversee accounts preparation.
• Provide strategic business advice and ensure compliance with regulations.
• Mentor junior team members and conduct file reviews.

Skills

Leadership

Communication

Organizational skills

Client management

Tax knowledge

IT skills

Education

ACA or ACCA qualification

Tools

MS Excel

Accounting software

Job description

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TPF Recruitment is pleased to be recruiting on behalf of a well-established and expanding accountancy practice with offices in Chichester and Hampshire, who are seeking an experienced Portfolio Manager to join their growing team.

This vibrant and forward-thinking firm delivers high-quality services to a diverse client base and prides itself on a collaborative, supportive culture. This is a fantastic opportunity for a qualified and driven professional looking to progress their career within a dynamic and client-focused environment.

The Role

As a Portfolio Manager, you’ll take ownership of a varied portfolio of clients, ensuring delivery of a high-quality service across accounts, taxation, and business advisory.

Key Responsibilities:

Manage a portfolio of clients across various sectors and business types (Limited Companies, LLPs, Sole Traders, Partnerships)

Oversee the preparation and submission of year-end accounts and tax returns

Handle personal tax matters, ensuring compliance and timely filing

Provide strategic business advice to clients where appropriate

Review work completed by junior team members, ensuring quality and accuracy

Mentor and coach less experienced staff, assisting in their development

Ensure internal SLAs, deadlines, and regulatory requirements are consistently met

Contribute to monthly billing targets and broader departmental objectives

Collaborate with Partners/Directors on more complex or high-net-worth clients

Ensure adherence to firm-wide policies, procedures, and compliance standards

Requirements

The Ideal Candidate

You will be a qualified accountant (ACA or ACCA) with a minimum of 2-3 years' post-qualification experience within an accountancy practice. You’ll have a proven ability to manage client portfolios and demonstrate strong leadership, communication, and organisational skills.

ACA/ACCA qualified with post-qualified practice experience

Solid understanding of statutory accounts preparation and tax (corporate and personal)

Confident managing your own portfolio of clients and acting as a trusted advisor

Ability to conduct first-level file reviews and provide constructive feedback

Strong IT skills, particularly MS Excel and accounting software

Excellent interpersonal and client communication skills

Highly organised, proactive, and comfortable working in a fast-paced team environment

Previous experience in mentoring or coaching junior team members is highly desirable

Benefits: 28 days holiday (including Bank Holidays), rising to 33 days with service, birthday leave, discretionary bonus scheme, free on-site parking.

Please contact Mark Sitton on 01273 102 360, [emailprotected] or via LinkedIn for a confidential conversation.

Refer a friend...

We’re keen to remain the leading provider of the best accountancy talent in the South-East. We are continually exploring ways to expand our network and we know that great candidates like you can introduce us to other equally brilliant people. We’re looking to work with the best accountancy practice and tax staff in the South-East so if your friends, family or colleagues are considering a new opportunity and can demonstrate relevant experience, we'd love to speak to them.

For every candidate you refer and we subsequently place into a permanent position, we will give you £200 of Love2Shop vouchers. (Terms & Conditions apply).

Job Description

TPF Recruitment is pleased to be recruiting on behalf of a well-established and expanding accountancy practice with offices in Chichester and Hampshire, who are seeking an experienced Portfolio Manager to join their growing team.

This vibrant and forward-thinking firm delivers high-quality services to a diverse client base and prides itself on a collaborative, supportive culture. This is a fantastic opportunity for a qualified and driven professional looking to progress their career within a dynamic and client-focused environment.

The Role

As a Portfolio Manager, you’ll take ownership of a varied portfolio of clients, ensuring delivery of a high-quality service across accounts, taxation, and business advisory.

Key Responsibilities:

• Manage a portfolio of clients across various sectors and business types (Limited Companies, LLPs, Sole Traders, Partnerships)

• Oversee the preparation and submission of year-end accounts and tax returns

• Handle personal tax matters, ensuring compliance and timely filing

• Provide strategic business advice to clients where appropriate

• Review work completed by junior team members, ensuring quality and accuracy

• Mentor and coach less experienced staff, assisting in their development

• Ensure internal SLAs, deadlines, and regulatory requirements are consistently met

• Contribute to monthly billing targets and broader departmental objectives

• Collaborate with Partners/Directors on more complex or high-net-worth clients

• Ensure adherence to firm-wide policies, procedures, and compliance standards

Requirements

The Ideal Candidate

You will be a qualified accountant (ACA or ACCA) with a minimum of 2-3 years' post-qualification experience within an accountancy practice. You’ll have a proven ability to manage client portfolios and demonstrate strong leadership, communication, and organisational skills.

Essential Skills & Experience:

• ACA/ACCA qualified with post-qualified practice experience

• Solid understanding of statutory accounts preparation and tax (corporate and personal)

• Confident managing your own portfolio of clients and acting as a trusted advisor

• Ability to conduct first-level file reviews and provide constructive feedback

• Strong IT skills, particularly MS Excel and accounting software

• Excellent interpersonal and client communication skills

• Highly organised, proactive, and comfortable working in a fast-paced team environment

• Previous experience in mentoring or coaching junior team members is highly desirable

Benefits

Benefits: 28 days holiday (including Bank Holidays), rising to 33 days with service, birthday leave, discretionary bonus scheme, free on-site parking. Please contact Mark Sitton on 01273 102 360, [emailprotected] or via LinkedIn for a confidential conversation. Refer a friend... We’re keen to remain the leading provider of the best accountancy talent in the South-East. We are continually exploring ways to expand our network and we know that great candidates like you can introduce us to other equally brilliant people. We’re looking to work with the best accountancy practice and tax staff in the South-East so if your friends, family or colleagues are considering a new opportunity and can demonstrate relevant experience, we'd love to speak to them. For every candidate you refer and we subsequently place into a permanent position, we will give you £200 of Love2Shop vouchers. (Terms & Conditions apply).


Requirements
ACA/ACCA qualified with post-qualified practice experience Solid understanding of statutory accounts preparation and tax (corporate and personal) Confident managing your own portfolio of clients and acting as a trusted advisor Ability to conduct first-level file reviews and provide constructive feedback Strong IT skills, particularly MS Excel and accounting software Excellent interpersonal and client communication skills Highly organised, proactive, and comfortable working in a fast-paced team environment Previous experience in mentoring or coaching junior team members is highly desirable