Portfolio Manager, Accountancy Practice, Hampshire
A respected and forward-thinking accountancy firm in Hampshire is looking to welcome an experienced Portfolio Manager to their growing team. This is a key role within the practice, offering the opportunity to work closely with a diverse client base and lead on delivering accounts, tax and business advisory services with a personal, relationship-led approach.
This role would suit a qualified ACCA or ACA accountant who enjoys variety, autonomy and client interaction, and is ready to take on a hands-on portfolio with responsibility and support in equal measure.
The role:
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Managing your own portfolio of clients, predominantly owner-managed businesses across a range of industries
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Preparing and reviewing year-end accounts, corporation tax returns and personal tax submissions
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Providing proactive business advice and identifying opportunities to add value
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Building long-term client relationships through trust, clarity and tailored support
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Overseeing junior staff and assisting in their development where appropriate
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Working closely with partners and other team members to ensure seamless service delivery
What we’re looking for:
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ACA or ACCA qualified with solid experience in an accountancy practice environment
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Comfortable handling a mixed portfolio and advising on both compliance and business matters
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Strong communication skills and a personable, down-to-earth approach
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Highly organised with great attention to detail and the ability to manage deadlines
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A collaborative mindset and enthusiasm for being part of a supportive, close-knit team
What’s on offer:
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A progressive, client-focused firm that values relationships over rigid structures
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A warm and welcoming working environment where ideas and input are genuinely valued
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Competitive salary based on experience
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Opportunities to grow and evolve your role as the firm continues to expand
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A balance of professionalism and flexibility to support a healthy work-life rhythm
If you’re an experienced portfolio manager or senior accountant looking for that next step in a firm where people come first, both clients and colleagues, we’d love to hear from you.