TPF Recruitment, the South East's leading accountancy practice recruitment agency, is delighted to be supporting a well-established and highly regarded independent firm of Chartered Accountants in Fleet with the recruitment of an experienced Accounts & Portfolio Manager.

This is an excellent opportunity for an ACA or ACCA qualified accountant who enjoys a varied general practice role, combining technical accounts work, client relationship management and team leadership. The successful candidate will take responsibility for a small portfolio of clients while overseeing and supporting a small team of accountants, playing an important role in the continued success and development of the practice.

The firm has built an excellent reputation for delivering high-quality accountancy and advisory services to a diverse client base, including owner-managed businesses, SMEs and individuals. You will be joining a friendly and collaborative team, with close access to the directors and genuine opportunities to develop your career within a supportive working environment.

Responsibilities

As an Accounts & Portfolio Manager, you will take responsibility for managing a small portfolio of clients, alongside overseeing the day-to-day activities and development of a small team of accountants. You will play a key role in ensuring clients receive a proactive, high-quality service while maintaining efficient workflow and standards across the team.

Responsibilities will include:

• Managing a small and varied portfolio of clients, including limited companies, sole traders and partnerships across a range of industries.
• Reviewing statutory accounts, management accounts and corporation tax returns prepared by the wider team.
• Acting as the primary point of contact for your portfolio, building strong client relationships and providing commercial and technical advice.
• Overseeing and managing a small team of accountants, allocating work and monitoring deadlines and workflow.
• Reviewing team members' work, providing technical guidance, support and constructive feedback.
• Mentoring and developing junior members of the team, supporting their ongoing professional development.
• Managing client deadlines, budgets and workflow to ensure work is completed accurately and efficiently.
• Identifying opportunities to provide additional services and support clients with their wider business and accounting requirements.
• Working closely with the directors to support the continued development and growth of the practice.

Requirements

• ACA or ACCA qualified, or qualified by experience with relevant accountancy practice experience.
• Previous/recent experience working within a UK firm of Chartered Accountants.
• Strong technical knowledge of statutory accounts preparation and business taxation.
• Experience managing client relationships and overseeing a portfolio of clients.
• Previous experience supervising, reviewing the work of and supporting junior accountants.
• Excellent communication and relationship management skills.
• Well organised, with the ability to manage multiple priorities and deadlines.
• A proactive and personable approach, with the confidence to take ownership of both client relationships and team responsibilities.

Benefits

• Salary circa £50,000 - £60,000 depending on experience and qualification status.
• A varied and interesting client portfolio.