Portfolio Manager (Accountancy) — Growth & Development

Reed; Essex; On-site; GBP 45,000 - 55,000; Full time

Job summary

Reed is seeking a Portfolio Manager in Essex to manage a diverse SME client portfolio and oversee accounting, tax and advisory services. This role focuses on delivering high-quality client service and strengthening relationships.

You will review accounts and tax returns, mentor junior staff, and collaborate with Directors to grow the practice while ensuring deadlines and compliance are met.

Qualifications

• Experience in an accountancy practice is essential.
• Proven ability to manage a client portfolio and deliver services.
• Strong knowledge of accounts prep and tax compliance.
• Experience reviewing and supervising others.
• Excellent communication and client-facing skills.
• Commercially minded with proactive approach.

Responsibilities

• Manage a varied portfolio of SME, limited company, partnership and sole trader clients.
• Review statutory accounts, management accounts and tax returns.
• Build and maintain client relationships and provide proactive financial advice.
• Ensure client deadlines and compliance requirements are met.
• Mentor junior staff and review their work.
• Identify opportunities to provide additional services.
• Support directors and partners to grow the practice.

Skills

Portfolio management

Client relationships

Mentoring staff

Proactive advisory

Communication

Commercial mindset

Education

ACA/ACCA or QBE

Tools

Xero

Sage

QuickBooks

Job description

Reed is seeking a Portfolio Manager in Essex to manage a diverse SME client portfolio and oversee accounting, tax and advisory services. This role focuses on delivering high-quality client service and strengthening relationships.

You will review accounts and tax returns, mentor junior staff, and collaborate with Directors to grow the practice while ensuring deadlines and compliance are met.