Senior Portfolio Manager – Client Advisory for SMBs

ProTalent; England; On-site; GBP 80,000 - 100,000; Full time

Job summary

A respected accountancy firm in Hampshire is seeking an experienced Portfolio Manager to manage a diverse client portfolio. The role involves preparing year-end accounts and tax submissions, providing business advice, and fostering long-term client relationships. Ideally, you will be ACA or ACCA qualified with a solid background in accountancy practice, excellent communication skills, and a collaborative mindset. Enjoy a competitive salary and opportunities for growth in a welcoming environment where relationships matter.

Benefits

Competitive salary based on experience

Opportunities for growth

Supportive work environment

Qualifications

• Experience in an accountancy practice environment is essential.
• Ability to manage deadlines and maintain a high level of organization.
• Comfortable advising clients on compliance and business matters.

Responsibilities

• Manage your own portfolio of clients and provide proactive business advice.
• Prepare and review year-end accounts and tax submissions.
• Oversee junior staff and assist in their development.

Skills

Client relationship management

Tax and business advisory

Attention to detail

Strong communication skills

Education

ACA or ACCA qualified

Job description

A respected accountancy firm in Hampshire is seeking an experienced Portfolio Manager to manage a diverse client portfolio. The role involves preparing year-end accounts and tax submissions, providing business advice, and fostering long-term client relationships. Ideally, you will be ACA or ACCA qualified with a solid background in accountancy practice, excellent communication skills, and a collaborative mindset. Enjoy a competitive salary and opportunities for growth in a welcoming environment where relationships matter.