Portfolio Manager

Description

Portfolio Manager, Accountancy Practice, Hampshire

A respected and forward-thinking accountancy firm in Hampshire is looking to welcome an experienced Portfolio Manager to their growing team. This is a key role within the practice, offering the opportunity to work closely with a diverse client base and lead on delivering accounts, tax and business advisory services with a personal, relationship-led approach.

This role would suit a qualified ACCA or ACA accountant who enjoys variety, autonomy and client interaction, and is ready to take on a hands-on portfolio with responsibility and support in equal measure.

The role:

Managing your own portfolio of clients, predominantly owner-managed businesses across a range of industries

Preparing and reviewing year-end accounts, corporation tax returns and personal tax submissions

Providing proactive business advice and identifying opportunities to add value

Building long-term client relationships through trust, clarity and tailored support

Overseeing junior staff and assisting in their development where appropriate

Working closely with partners and other team members to ensure seamless service delivery

What we re looking for:

ACA or ACCA qualified with solid experience in an accountancy practice environment

Comfortable handling a mixed portfolio and advising on both compliance and business matters

Strong communication skills and a personable, down-to-earth approach

Highly organised with great attention to detail and the ability to manage deadlines

A collaborative mindset and enthusiasm for being part of a supportive, close-knit team

What s on offer:

A progressive, client-focused firm that values relationships over rigid structures

A warm and welcoming working environment where ideas and input are genuinely valued

Competitive salary based on experience

Opportunities to grow and evolve your role as the firm continues to expand

A balance of professionalism and flexibility to support a healthy work-life rhythm

If you re an experienced portfolio manager or senior accountant looking for that next step in a firm where people come first, both clients and colleagues, we d love to hear from you.

Ad ID: 5417510481