Full job descriptionTPF 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.