Portfolio Manager

Advertised exclusively via The Recruit Lab

This is a brilliant opportunity to join a modern, independent accountancy practice that genuinely does things differently.

Client interests come first. People matter. And progression is actively supported — not just talked about.

They’re fun, friendly and professional in equal measure, with a strong reputation for building long-term client relationships and developing their people to reach their full potential.

The Role

As Portfolio Manager, you’ll take ownership of a varied client portfolio while leading and developing a small team of ambitious accountants and trainees.

You’ll be the link between clients, team and leadership — ensuring high standards, proactive service and a positive, supportive working environment.

This is a key role within the practice, with genuine scope to progress to partnership for the right person.

Key Responsibilities

• Manage and develop a portfolio of business and personal clients

• Lead, support and review the work of junior team members

• Proactively liaise with clients, handling queries and advising on business matters

• Conduct regular client meetings and identify opportunities to add value

• Support onboarding of new clients, including fee proposals

• Ensure work is delivered efficiently, accurately and to deadline

• Review accounts and tax returns (personal & corporate)

• Drive billing targets while maintaining strong client relationships

• Play an active role in training, appraisals and team development

• Help create a positive, collaborative office culture

What They’re Looking For

• ACA / ACCA qualified (or equivalent)

• Experience managing a client portfolio within practice

• Strong client-facing and communication skills

• Confident people leader and mentor

• Commercially aware and proactive

What’s On Offer

• Salary up to £55,000

• Clear pathway to partnership

• Office-based role with flexibility to work from home 1–2 days per week once settled

• Supportive leadership and real investment in development

• A practice that values people, progression and doing the right thing

LAB. are committed to equal opportunities for everyone. We embrace diversity and believe that a balanced, inclusive workforce is crucial to our business. We do not tolerate discrimination, harassment or bullying towards any candidates or employees. We are proud to be an equal opportunities employer. Due to the high volume of applications, we may receive, it is not always possible to respond to unsuccessful applicants.

Therefore, if we have not responded to your application, please assume that on this occasion your application has not been successful at this time, and we wish you the best of luck with your search