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 (FRS102, FRS102 1A, FRS105) 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
- QuickBooks
- 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.