At a Glance
- Tasks: Manage a diverse portfolio of loyal clients and provide expert advice.
- Company: Established independent practice in Brighton with a supportive team culture.
- Benefits: Direct client relationships, proper handover, and broad technical exposure.
- Other info: Enjoy a friendly environment where you know your clients and colleagues by name.
- Why this job: Work with a settled client base and make a real impact on their financial success.
- Qualifications: Newly qualified ACA or ACCA, or experienced with a solid practice background.
The predicted salary is between 38700 - 47300 £ per year.
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 Quick Books
- 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 in Brighton 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.
