Year-End Portfolio Manager

striveX Ltd; Manchester; Hybrid; GBP 41,000 - 52,000; Full time

Job summary

An accounting and tax solutions firm is seeking a Senior Accountant to manage client portfolios autonomously. You will prepare and file annual returns, ensure deadlines are met, and optimize workflows. This role requires 4+ years of independent experience and suitable candidates must be confident in client interactions. The position offers a hybrid working pattern with a salary range of £41,000–£52,000, based on portfolio size.

Qualifications

• 4+ years’ practice experience.
• Proven experience working independently.
• Ability to manage workflow and prioritization.

Responsibilities

• Manage a portfolio of clients directly.
• Prepare and file annual accounts and returns.
• Meet internal deadlines for your portfolio.
• Improve systems and workflow optimisation.

Skills

Client liaison

Independent work

Workflow management

Prioritization

Job description

£41,000–£52,000 | Hybrid (1 day in office) | Manchester (M3) or Stokenchurch (HP14)

At striveX, we deliver trusted accounting and tax solutions to ambitious, values-led business owners.

This is role is ideal for someone who loves client contact, is independent and does not want to manage a team of people.

You will report directly to the Senior Manager, but have autonomy of your own workload.

Services provided by the team

• Company Accounts – FRS 105 and 102(1A)
• Company CT600
• Partnership Accounts
• Sole-trader accounts
• Self-Assessments
• Confirmation statements

The opportunity

You will manage a portfolio of clients directly. Your work will be spot checked, but not reviewed on a regular basis. This is a role for someone who is competent and works independently.

You will be responsible for:

• Preparing and filing annual accounts and returns
• Ensuring the internal deadlines and tasks are met for your portfolio
• Improving systems and workflow optimisation
• Being a role model for the junior members of the team

This is a senior role for a person who enjoys autonomy.

What we are looking for

• 4+ years’ practice experience
• Proven experience working independently
• Ability to manage workflow, prioritisation and capacity

You will not be suitable if:

• Your work is currently reviewed by a manager
• You want to manage a team of individuals
• You are not confident liaising with clients

We are looking for someone who can operate with autonomy.

Our client base

• Founder-led, growth-focused businesses
• No audit, charity or agriculture
• Values-aligned clients

Working pattern

• Hybrid: 1 day per week in office
• Manchester (M3 2BY) or Stokenchurch (HP14 3FE)
• Flexitime
• Must live within 60-minute commute
• Valid UK driving licence

£41,000–£52,000 depending on size of your portfolio. Giving you the option to grow into your role.

Why this role is different

• Full autonomy over your own workload
• Continuous growth creating new opportunities

We invest in our team because we expect high standards in return.