Portfolio Manager

TPF Recruitment is pleased to be recruiting on behalf of a well-established and expanding accountancy practice with offices in Chichester and Hampshire, who are seeking an experienced Portfolio Manager to join their growing team.

This vibrant and forward-thinking firm delivers high-quality services to a diverse client base and prides itself on a collaborative, supportive culture. This is a fantastic opportunity for a qualified and driven professional looking to progress their career within a dynamic and client-focused environment.

The Role

As a Portfolio Manager, you’ll take ownership of a varied portfolio of clients, ensuring delivery of a high-quality service across accounts, taxation, and business advisory.

Key Responsibilities:

• Manage a portfolio of clients across various sectors and business types (Limited Companies, LLPs, Sole Traders, Partnerships)
  

• Oversee the preparation and submission of year-end accounts and tax returns
  

• Handle personal tax matters, ensuring compliance and timely filing
  

• Provide strategic business advice to clients where appropriate
  

• Review work completed by junior team members, ensuring quality and accuracy
  

• Mentor and coach less experienced staff, assisting in their development
  

• Ensure internal SLAs, deadlines, and regulatory requirements are consistently met
  

• Contribute to monthly billing targets and broader departmental objectives
  

• Collaborate with Partners/Directors on more complex or high-net-worth clients
  

• Ensure adherence to firm-wide policies, procedures, and compliance standards
  

Requirements

The Ideal Candidate

You will be a qualified accountant (ACA or ACCA) with a minimum of 2-3 years' post-qualification experience within an accountancy practice. You’ll have a proven ability to manage client portfolios and demonstrate strong leadership, communication, and organisational skills.

Essential Skills & Experience:

• ACA/ACCA qualified with post-qualified practice experience
  

• Solid understanding of statutory accounts preparation and tax (corporate and personal)
  

• Confident managing your own portfolio of clients and acting as a trusted advisor
  

• Ability to conduct first-level file reviews and provide constructive feedback
  

• Strong IT skills, particularly MS Excel and accounting software
  

• Excellent interpersonal and client communication skills
  

• Highly organised, proactive, and comfortable working in a fast-paced team environment
  

• Previous experience in mentoring or coaching junior team members is highly desirable
  

Benefits