Portfolio Manager

TN United Kingdom; Saffron Walden; On-site; GBP 45,000 - 60,000; Full time

Job summary

A dynamic accountancy practice in Saffron Walden is seeking a Portfolio Manager to provide expert accountancy and taxation services. The role involves managing a diverse client portfolio, offering corporate and personal tax guidance, and investment advice. With unlimited progression opportunities and a competitive salary package, this position is ideal for experienced professionals looking to grow in a supportive environment.

Benefits

25 days of holiday

Optional private healthcare

Employer pension contributions via NEST

Full reimbursement for parking costs

Qualifications

• Expertise in accounts preparation and both corporate and personal tax work.
• Strong experience preparing and analysing management accounts.
• Prior experience in practice is essential.

Responsibilities

• Manage a varied portfolio of clients across different sizes and sectors.
• Provide expert accountancy and taxation services.
• Deliver accurate, timely advice in an approachable manner.

Skills

Communication

Accounts Preparation

Tax Work

Job description

Social network you want to login/join with:

Portfolio Manager

Employer Location: Essex, England, Saffron Walden

Salary: Competitive and negotiable salary + benefits package

Closing date: 12 Jun 2025

View more categories | View less categories

Sector: [Specify sector]

Salary band: [Specify salary band]

Contract type: [Specify contract type]

Hours: [Specify hours]

Where will they be working: [Specify location or remote options]

You need to or to save a job.

Job Details

Portfolio Manager - Join a Growing Accountancy Practice

Our client, a dynamic and expanding Accountancy Practice, dedicated to providing expert accountancy and taxation services to a loyal and steadily growing client base, is seeking an experienced Manager. With a focus on building trust and delivering accurate, timely advice in an approachable and friendly manner, they've established their success largely through referrals.

As a Portfolio Manager, you'll have the unique opportunity to work with an incredibly diverse range of clients. From corporate services for multinational, multi-million-pound turnover companies to personal tax guidance for High-Net-Worth individuals and families, and investment advice for start-ups—your role will span countless industries and challenges.

What You'll Bring:

• Expertise in accounts preparation and both corporate and personal tax work
• Strong experience preparing and analysing management accounts
• Confidence in managing a varied portfolio of clients across different sizes and sectors
• Exceptional communication skills, with the ability to work both independently and collaboratively
• Prior experience in practice is essential.

What's on Offer:

• Unlimited progression opportunities
• Competitive salary package
• 25 days of holiday
• Optional private healthcare
• Employer pension contributions via NEST
• Full reimbursement for parking costs