Practice Manager - Accountancy (Weybridge)

TEEMZ LTD; Weybridge; Hybrid; GBP 55,000 - 65,000; Full time

Job summary

A modern accountancy practice in Weybridge is seeking a Portfolio Manager to manage client relationships and lead a small team. You will deliver exceptional service while advocating for technological advancements. The ideal candidate is ACA or ACCA qualified with over 5 years of experience, skilled in client communication, and motivated by a passion for great client experiences. This role offers a competitive salary and the flexibility to work in a hybrid environment.

Benefits

Competitive salary up to £65,000

Flexible hours and hybrid working

Access to a state-of-the-art gym

24 days holiday + bank holidays

Pension contribution

Qualifications

• ACA or ACCA qualified with significant post-qualification experience.
• Ability to communicate effectively with clients.
• Strong passion for providing client-centric advice.

Responsibilities

• Manage a diverse portfolio of clients.
• Lead accounting and tax teams to meet deadlines.
• Review year-end financial statements and tax returns.

Skills

ACA / ACCA qualified

5+ years post‑qualification experience in practice

Confident communication

Tech-savvy mindset

Strong organisational skills

Job description

Overview

This is a newly created position and this role has come aboard based on growth and demand within the business. Reporting to the Director of the practice, the Portfolio Manager position works for a forward‑thinking, tech‑driven accountancy practice based in Surrey. The Portfolio Manager will lead client relationships, inspire business owners with financial insight, and play a key role in developing a small team.

What Makes This Role Different

Modern & Flexible Working: 3 days in the office (Tues‑Thurs) for collaboration. Work remotely the rest of the week.

A Culture That Values Innovation: This business is constantly evolving how they work, embracing automation and new technologies to make life easier for both the team and their clients.

Room to Grow: Be part of an ambitious practice where your ideas and input genuinely shape the business.

What You’ll Be Doing

• Managing a diverse portfolio of clients, acting as their go‑to advisor and ensuring exceptional service delivery.
• Leading and coordinating the accounting and tax teams to meet key deadlines.
• Reviewing and finalising year‑end financial statements and tax returns.
• Preparing and reviewing management accounts and self‑assessment tax returns.
• Holding client meetings, offering strategic advice, and building lasting relationships.
• Getting involved in business reporting and monthly billing.
• Championing technology and exploring new software that helps the business work smarter.

What We’re Looking For

• ACA / ACCA qualified with 5+ years post‑qualification experience in practice.
• Confident communicator who knows when to pick up the phone, jump on Zoom, or just check in with a client.
• Passion for delivering brilliant client experiences and offering practical, commercial advice.
• Tech‑savvy mindset and enthusiasm for process improvement and automation.
• Strong organisational skills with the ability to manage multiple priorities.

What’s In It for You

• Competitive salary up to £65,000 (depending on experience).
• Flexible hours and hybrid working.
• Access to a state‑of‑the‑art gym and phone allowance.
• 24 days holiday + bank holidays + an extra day off for your birthday.
• Pension contribution.
• A culture that recognises and celebrates your impact.

If you’re ready to join a modern accountancy practice where your voice matters, hit Apply today and tell us why this role is the perfect next step in your career.