Most 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 #J-18808-Ljbffr
Accounts Senior/Portfolio Manager employer: Pro Talent
Join a well-regarded firm of chartered certified accountants in Colchester, where you will not only manage a diverse portfolio but also gain invaluable advisory experience alongside the Tax Director. With a supportive work culture that prioritises employee growth through study support and a competitive salary, this role offers a unique opportunity to engage directly with clients and develop your skills in personal tax beyond mere compliance. Enjoy a balanced 37.5-hour work week, generous holiday allowance, and the chance to make a real impact in your field.
