Portfolio Manager

Clark Wood; Georgia; Hybrid; USD 80,000 - 100,000; Full time

Job summary

A forward-thinking accountancy practice is seeking a Portfolio Manager to manage a varied client portfolio and provide advisory support across accounts and tax. The ideal candidate should be ACA/ACCA qualified with strong experience in accounts and tax. This role offers hybrid working with competitive salary and excellent benefits, and it provides opportunities for career progression in a sociable and ambitious team.

Benefits

Generous holiday allowance

Pension contributions

Access to exclusive health benefits

£500 referral bonus

Qualifications

• Manage a varied client portfolio providing advisory support.
• Strong experience in accounts and tax is required.
• Willingness to adopt new tools and technologies.

Responsibilities

• Lead the management of a client portfolio.
• Implement efficiencies and improvements within the practice.
• Work closely with clients to help achieve business goals.

Skills

Client management

Advisory support

Organisational skills

Proficiency with Xero

Proficiency with QuickBooks

Education

ACA/ACCA qualified

Tools

Xero

QuickBooks

Job description

Clark Wood are working with a forward-thinking accountancy practice in Weybridge, known for its supportive culture, flexible working, and opportunities for career progression.

As a Portfolio Manager, you’ll take the lead in managing a varied client portfolio, providing advisory support across statutory and outsourced accounts as well as tax, and contributing to the development of the team. You’ll have the opportunity to work closely with clients to help them achieve their business goals, while also implementing efficiencies and improvements within the practice.

The ideal candidate will be ACA/ACCA qualified with strong experience in accounts and tax, highly organised, and committed to providing excellent client support. Proficiency with Xero, QuickBooks, and other practice software is essential, along with a willingness to adopt new tools and technologies.

This role offers hybrid working (3 days in office), flexible hours, a competitive salary, and excellent benefits including a generous holiday allowance, pension contributions, and access to exclusive health benefits. You’ll join a sociable and ambitious team with clear progression pathways and exposure to a broad client base.

This is an excellent opportunity to take ownership of a portfolio in a growing practice and advance your career with a varied and challenging role.

For more information, please contact Eleanor Snow at Clark Wood on 07375 801311 or email [e-mail]

We also offer a £500 referral bonus for any successful introductions.