Portfolio Manager

Portfolio Manager

— Job Description

Location:

Office-based 3–4 days per week

Employment Type:

Full-time Department:
Accounts & Business Services Overview We are seeking an experienced Portfolio Manager to oversee a varied client portfolio and lead the delivery of high-quality accounting, tax, and advisory services. This role is ideal for a technically strong accountant with excellent client management skills and a proven ability to manage workflows, mentor junior staff, and ensure consistent delivery across statutory accounts, management reporting, and tax compliance.

Key Responsibilities Portfolio & Client Management Act as the primary point of contact for a diverse portfolio of clients across multiple sectors. Build strong, long-term client relationships through proactive communication and delivery of high-quality work. Review work completed by junior and mid-level team members, ensuring accuracy and technical compliance. Identify advisory opportunities and support the delivery of value-added services. Statutory Accounts Production Review and prepare statutory accounts in accordance with: FRS 102 FRS 102 1A FRS 105 IFRS Ensure all financial statements comply with relevant accounting standards and firm quality guidelines.

Management Reporting Prepare and review management accounts , ensuring timely and accurate reporting. Provide insightful variance analysis , commentary, and financial insights to support client decision-making. Tax & Compliance Oversee and review corporation tax computations and returns. Manage VAT compliance , including preparation, review, and submission of VAT returns. Ensure all filings and submissions are made accurately and within statutory deadlines.

Team Leadership & Workflow Management Assist in training, mentoring, and supervising junior team members. Manage job scheduling, deadlines, and workflow across the portfolio. Contribute to the continuous improvement of internal processes and technical standards. Skills & Experience Required Technical Skills Strong knowledge of UK GAAP (FRS
102, FRS
102 1A, FRS
105) and IFRS. Proven experience in statutory accounts preparation and review. Strong understanding of management reporting and variance analysis. Solid corporate tax and VAT compliance experience. Systems Experience Iris (essential) Xero Sage Quick Books Dext Professional Experience ACA / ACCA qualified (or equivalent experience). 5 years’ experience in practice, with experience managing client portfolios. Strong analytical ability and a high level of attention to detail.

Excellent communication and client-handling skills. Personal Attributes Proactive, organised, and able to manage multiple deadlines. Confident in advising clients and presenting financial information clearly. Team-focused, supportive, and motivated to help others develop. Commercially aware, with a passion for delivering high-quality work.