Portfolio Manager

NEW Position! Portfolio Manager | Outskirts of Brentwood Are you ACCA or ACA qualified and considering your next career move? Our client is seeking a Portfolio Manager to oversee a portfolio of clients valued at approximately £250,000–£300,000. This opportunity is ideal for someone ambitious and progression-focused, with a clear pathway to an Associate Director position.

About the Role:

As a Portfolio Manager, you’ll take on a key role in managing a diverse client portfolio, delivering a full suite of accounting services, and mentoring junior team members. You’ll play a pivotal role in ensuring client satisfaction and compliance.

Key Responsibilities:

Overseeing and taking responsibility of a portfolio of clients to ensure compliance for tax and accounting purposes. Be the first point of contact for your clients, working closely with the Directors. Supervising team members and managing workflow through the office. Managing the financial performance of your portfolio with regards to fee levels, recoveries, WIP and Debtor positions. Collaborative working with other departments within the firm.

Review of compliance work including year-end statutory accounts, VAT returns, management accounts and personal/company tax returns. Assisting clients with queries and advising clients where necessary. Assisting Directors with ad hoc projects. Proactively building a network of professional contacts. Managing the financial performance of your portfolio with regards to fee levels, recoveries, WIP and Debtor positions. Successful Candidate: ACA/ACCA qualified (or qualified by experience) Solid understanding of accounting standards, tax regulations, and compliance.

Proven ability to support a client portfolio Strong communication skills Package: £58,000 - £65,000 25 days holiday  BH Hybrid working Career progression Parking on-site For more information, please contact Liam Snell at LGS Vision Recruitment.