Accounts Portfolio Manager

Accounts Portfolio Manager Central London Salary: £50,000 - £65,000 (DOE)

Our client, a well-established and highly regarded independent accountancy practice, is seeking an experienced Accounts Portfolio Manager to join their friendly and collaborative team on a full-time, permanent basis.

This is an excellent opportunity for an experienced practice professional to take ownership of a diverse client portfolio within a well-established and highly respected accountancy practice. As an Accounts Portfolio Manager, you will deliver a broad range of accounting, tax, compliance, and advisory services while building long-term client relationships, managing your own portfolio with autonomy, and contributing to the continued growth and success of the firm within a collaborative and supportive environment.

The responsibilities

Manage a portfolio of clients and act as their main point of contact

Prepare and review year-end accounts and financial statements

Complete personal and corporate tax returns

Provide proactive accounting and tax advice

Build and maintain strong long-term client relationships

Manage workloads to ensure deadlines and compliance are met

Review work produced by junior team members

Mentor and support the development of junior colleagues

Identify opportunities to improve processes and efficiencies

Contribute to the ongoing success and growth of the practice

The candidate

ACA or ACCA qualified with accountancy practice experience

Proven experience managing a client portfolio independently

Strong technical knowledge of accounts preparation and UK tax compliance

Excellent communication and relationship-building skills

Organised, proactive, and able to manage workloads autonomously

If you would like to know more about this Accounts Portfolio Manager opportunity, please get in touch with James Withington here at Lloyd Barnes Recruitment.

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