Portfolio Manager - Accountant

eps.group services; Stokenchurch; On-site; GBP 45,000 - 60,000; Full time

Benefits offered by this job

25 days' holiday

Company pension

Good benefits scheme

Job summary

eps.group services in Stokenchurch is seeking a Portfolio Manager - Accountant to lead a client portfolio and act as the primary adviser. The role blends relationship management with advisory and leadership, offering a path to partner growth within a well-regarded practice.

Based near Stokenchurch with two office sites, you’ll split time across locations and drive client experience with a proactive service model, supported by a dedicated accounts/compliance team.

Qualifications

• ACA or ACCA qualified (or strong QBE) with solid UK practice experience.
• Experience managing client relationships and a portfolio as lead contact.
• Strong ability to interpret and explain accounts and tax data.

Responsibilities

• Own a portfolio of clients as lead point of contact and trusted adviser.
• Build long-term relationships and provide clear, data-backed answers.
• Support the partner in growing the firm and shaping client service.
• Ensure every client receives best-in-class, proactive service.
• Review work from the team and perform quality checks for clients.
• Mentor and upskill team members to raise standard across the board.
• Identify advisory and planning opportunities to add value beyond compliance.

Skills

Client relationship management

Leadership

Financial analysis

Communication

Education

ACA or ACCA qualified

Job description

Portfolio Manager - Accountant | Stokenchurch, Buckinghamshire | £45,000 - £60,000 | Permanent, Full-Time

A client-management role for a qualified accountant who wants to be the face of the firm to their clients - building relationships, giving great advice, and helping the practice grow.

We're working with a well-regarded, ambitious accountancy practice that's investing in its client experience. This isn't a heads-down compliance seat - the base accounts and compliance work is handled by a dedicated team across the UK, which frees you to do what you do best: look after clients, build trust, and help the partner grow the firm.

You'll be the go-to person for a portfolio of clients - the one they call, the one who gives them a straight answer and the numbers behind it, and the one who spots how to add value. Alongside that, you'll help lead and upskill the team, making sure every client gets the best-in-class service the firm is known for. It's a genuine blend of relationship management, advisory and leadership, with a clear line of sight to the partners and the firm's growth plans.

The role is based centrally around Stokenchurch, with the firm's offices within about half an hour in either direction - so it will suit someone happy to work across both sites.

What you'll be doing

• Owning a portfolio of clients as their lead point of contact and trusted adviser


• Building strong, long-term relationships and being genuinely responsive - giving clients quick, clear answers and the figures to back them up


• Supporting the partner in growing the firm and shaping how clients are looked after


• Making sure every client receives a best-in-class, proactive service


• Reviewing the work delivered by the wider team and being the quality check clients rely on


• Managing, mentoring and upskilling team members to raise the standard across the board


• Spotting advisory and planning opportunities and adding value beyond the compliance

What you'll bring

• ACA or ACCA qualified (or strong QBE) with solid UK practice experience


• A real people-person - confident, warm and credible in front of business owners


• Experience managing client relationships and a portfolio as the lead contact


• Strong technical grounding across accounts and tax, and the ability to interpret and explain the numbers


• Experience reviewing work and developing more junior colleagues


• Commercially minded, proactive, and motivated by helping a firm grow


• Based within reach of Stokenchurch and happy to travel between the two offices (roughly half an hour either side)

What's on offer

£45,000 - £60,000 depending on experience, plus 25 days' holiday plus bank holidays, a company pension and a good benefits scheme - and the chance to shape client relationships and help grow a firm that genuinely values its people