Portfolio Manager in Basingstoke

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

• Managing your own portfolio of clients, predominantly owner‑managed businesses across a range of industries
• Preparing and reviewing year‑end accounts, corporation tax returns and personal tax submissions
• Providing proactive business advice and identifying opportunities to add value
• Building long‑term client relationships through trust, clarity and tailored support
• Overseeing junior staff and assisting in their development where appropriate
• Working closely with partners and other team members to ensure seamless service delivery

What we’re looking for

• ACA or ACCA qualified with solid experience in an accountancy practice environment
• Comfortable handling a mixed portfolio and advising on both compliance and business matters
• Strong communication skills and a personable, down‑to‑earth approach
• Highly organised with great attention to detail and the ability to manage deadlines
• A collaborative mindset and enthusiasm for being part of a supportive, close‑knit team

What’s on offer

• A progressive, client‑focused firm that values relationships over rigid structures
• A warm and welcoming working environment where ideas and input are genuinely valued
• Competitive salary based on experience
• Opportunities to grow and evolve your role as the firm continues to expand
• 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.