Portfolio Manager (Accountancy Practice)

Sheridan Maine; Bedford; On-site; GBP 41,000 - 50,000; Full time

Job summary

Sheridan Maine is recruiting on behalf of an established Bedford accountancy practice for an experienced Portfolio Manager. You will manage a varied client portfolio across owner-managed businesses and SMEs, oversee statutory and management accounts, and review corporation tax computations, while building strong client relationships.

The role offers accounting, taxation and advisory responsibilities, the chance to develop junior colleagues, and close collaboration with Partners.

Qualifications

• Minimum of 2 years' experience in a UK accountancy practice.
• ACA or ACCA qualification, or be qualified by experience.
• Experience managing a portfolio of clients within an accountancy practice.
• Strong technical knowledge of accounts preparation and taxation.
• Experience reviewing work and supporting junior colleagues.
• Excellent communication and interpersonal skills, with a client-focused approach.
• Strong organisational skills and the ability to manage multiple deadlines.

Responsibilities

• Managing a varied portfolio of clients, including owner-managed businesses and SMEs.
• Overseeing the preparation and review of statutory accounts and management accounts.
• Reviewing corporation tax computations and returns.
• Acting as the main point of contact for clients, providing practical accounting, taxation and business advice.
• Building and maintaining strong client relationships, ensuring a high standard of service.
• Managing workflow, deadlines and budgets to ensure assignments are delivered efficiently.
• Reviewing work prepared by junior team members and providing guidance and support.
• Working closely with Partners on client matters and identifying opportunities to provide additional services.
• Supporting the continued development and improvement of practice processes.

Skills

Client portfolio management

Accounts review

Communication skills

Education

ACA/ACCA or equivalent experience

Tools

Microsoft Excel

Job description

Portfolio Manager Accountancy Practice Bedford Up to £45k p.a.

"My portfolio is like a fine wine-it gets better with age, and it's mostly just for showing off."

Sheridan Maine is delighted to be recruiting on behalf of an established accountancy practice based in Bedford. This is an excellent opportunity for an experienced Portfolio Manager to join a professional and supportive team, taking responsibility for a varied portfolio of clients across different sectors.

The position offers a broad mix of accounting, taxation and client advisory responsibilities, making it particularly appealing to someone who enjoys building strong client relationships, managing their own portfolio and supporting the development of junior colleagues.

Key responsibilities of the Portfolio Manager will include:

• Managing a varied portfolio of clients, including owner-managed businesses and SMEs.
• Overseeing the preparation and review of statutory accounts and management accounts.
• Reviewing corporation tax computations and returns.
• Acting as the main point of contact for clients, providing practical accounting, taxation and business advice.
• Building and maintaining strong client relationships, ensuring a high standard of service.
• Managing workflow, deadlines and budgets to ensure assignments are delivered efficiently.
• Reviewing work prepared by junior team members and providing guidance and support.
• Working closely with Partners on client matters and identifying opportunities to provide additional services.
• Supporting the continued development and improvement of practice processes.

The successful Portfolio Manager will have:

• A minimum of 2 years' experience working within a UK accountancy practice.
• ACA or ACCA qualification, or be qualified by experience.
• Previous experience managing a portfolio of clients within an accountancy practice.
• Strong technical knowledge of accounts preparation and taxation.
• Experience reviewing work and supporting junior colleagues.
• Excellent communication and interpersonal skills, with a client-focused approach.
• Strong organisational skills and the ability to manage multiple assignments and deadlines.
• Good working knowledge of accounting software and Microsoft Excel.
• A proactive, commercially aware approach with excellent attention to detail.

This is a great opportunity for an experienced Portfolio Manager looking to further develop their career within an established Bedford accountancy practice, offering a varied workload and the opportunity to make a meaningful contribution to the team.

If you are an experienced practice professional with strong client management skills and a passion for delivering excellent service, Sheridan Maine would welcome your application.

You are required to be eligible to work in the UK full time without restriction.

Due to the high volume of applications, it is not always possible to respond to unsuccessful applicants. Therefore, if we have not responded to your application within five days, please assume that on this occasion your application has not been successful.