Full job descriptionMost portfolio roles hand you whatever nobody else wanted. This one is different.
An established independent practice in Brighton is looking for an Accounts Senior/Portfolio Manager to take on a mixed portfolio of long-standing, loyal clients. These relationships have been built up over years by one of the directors. They’ll introduce you properly and support the handover, so you won’t be picking up a portfolio cold.
The firm covers accounts, tax, audit, VAT, payroll, private client and corporate finance. That means there’s real specialist knowledge in-house when a tricky question lands on your desk. It’s still small enough that you’ll know the founder, the team and your clients by name.
What you’ll be doing
*Running your own portfolio of sole traders, partnerships and limited companies from start to finish
*Preparing and reviewing year-end accounts, corporation tax and personal tax returns
*Being the go-to contact for your clients in person, on the phone and by email
*Spotting where clients could be doing things better and raising it with them
*Working with the tax, audit and payroll teams so clients get joined-up advice
What you’ll bring
*Newly qualified ACA or ACCA, or qualified by experience with a solid practice background
*Confident with Xero and QuickBooks
*Up to date with changes to accounting and tax legislation
*The habit of getting back to clients promptly (this matters here)
*Organised, efficient and happy to muck in as part of the team
Why it’s worth a look
*A settled, loyal client base rather than a pile of problem files
*A proper handover from the person who built those relationships
*A direct line to the firm’s founder
*Broad technical exposure without the big-firm box-ticking