Portfolio Manager – Client Advisory & Growth (Practice)

Pro Talent; Basingstoke; On-site; GBP 80,000 - 100,000; Full time

Job summary

A leading accountancy firm in the UK is seeking an experienced Portfolio Manager to join their team. In this key role, you will manage a portfolio of diverse clients, providing accounting, tax, and business advisory services. The firm is focused on building long-term relationships and values a supportive team environment. Ideal candidates must be ACA or ACCA qualified with strong communication skills and attention to detail. This firm offers a competitive salary and opportunities for personal growth.

Benefits

Competitive salary

Warm working environment

Opportunities for growth

Qualifications

• Qualified ACA or ACCA with experience in accountancy practice.
• Comfortable managing a diverse client portfolio.
• Strong communication and organizational skills.

Responsibilities

• Manage a portfolio of owner-managed business clients.
• Prepare and review year-end accounts and tax returns.
• Build long-term relationships with clients.

Skills

Managing client portfolio

Proactive business advice

Strong communication skills

Team collaboration

Attention to detail

Education

ACA or ACCA qualification

Job description

A leading accountancy firm in the UK is seeking an experienced Portfolio Manager to join their team. In this key role, you will manage a portfolio of diverse clients, providing accounting, tax, and business advisory services. The firm is focused on building long-term relationships and values a supportive team environment. Ideal candidates must be ACA or ACCA qualified with strong communication skills and attention to detail. This firm offers a competitive salary and opportunities for personal growth.