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For Companies At a Glance
- Tasks: Lead client service delivery and manage a diverse portfolio of clients.
- Company: Join a progressive accountancy practice with a dynamic team in Chichester.
- Benefits: Enjoy 28 days holiday, birthday off, bonus scheme, and free parking.
- Why this job: Perfect for proactive accountants seeking variety and a supportive work culture.
- Qualifications: ACCA or ACA qualified with 2-3 years' experience in UK accountancy.
- Other info: A full UK driving licence is required due to office locations.
The predicted salary is between 36000 - 60000 £ per year.
Portfolio Manager – Accountancy Practice | Chichester
Full Time | Permanent
28 Days Holiday, Birthday Off, Bonus Scheme, Free Parking
Are you a qualified accountant looking to take ownership of a diverse client portfolio in a growing, forward-thinking firm?
We’re working with a well-established and progressive accountancy practice with offices across Chichester and Hampshire. They are seeking a proactive and experienced Portfolio Managerto join their dynamic team. This is a fantastic opportunity for someone with strong client management skills who enjoys variety and thrives in a collaborative, supportive environment.
The Role
As Portfolio Manager, you will lead the delivery of services to your own portfolio of clients, ensuring compliance, quality, and a first-class client experience. Your responsibilities will include:
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Managing all aspects of client service delivery, including year-end accounts, corporation tax, and personal tax compliance
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Advising clients on business and tax matters, offering strategic insight and support
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Leading and mentoring junior team members, reviewing work, and supporting their development
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Overseeing workflow to ensure timely, accurate, and efficient delivery of services
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Meeting internal billing targets and service KPIs
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Supporting Directors and Partners on more complex or high-value clients
You’ll play a vital role in maintaining client relationships and driving excellent standards across the practice.
About You
You will be:
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ACCA or ACA qualified , with at least 2–3 years\’ post-qualification experience in a UK accountancy practice
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Confident managing your own portfolio and communicating with clients at all levels
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Organised, detail-oriented, and comfortable working to deadlines
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Experienced in reviewing accounts and providing constructive feedback to junior staff
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Technically strong, with a good grasp of both business and personal tax compliance
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Proficient in Microsoft Office, especially Excel and Word
Experience with a variety of accounting software and an interest in advisory work will be highly valued.
What’s on Offer
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Competitive salary, dependent on experience
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28 days holiday (including Bank Holidays), increasing with service
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An extra day off for your birthday
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Discretionary annual bonus scheme
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Regular staff social events
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Free onsite parking
A full UK driving licence is required due to office locations.
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Portfolio Manager employer: ProTalent Limited
Contact Detail:
ProTalent Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio Manager
✨Tip Number 1
Network with professionals in the accountancy field, especially those who work in or have connections to Chichester. Attend local industry events or join relevant online forums to make valuable contacts that could help you learn more about the firm and its culture.
✨Tip Number 2
Research the specific challenges and opportunities facing accountancy practices in the UK, particularly in relation to client management and compliance. Being knowledgeable about current trends will allow you to engage in meaningful conversations during interviews.
✨Tip Number 3
Prepare to discuss your experience in managing client portfolios and mentoring junior staff. Think of specific examples where you've successfully led a team or improved client satisfaction, as these will demonstrate your fit for the role.
✨Tip Number 4
Familiarise yourself with the accounting software commonly used in the industry. If you have experience with specific tools, be ready to highlight this in discussions, as it shows your readiness to hit the ground running.
We think you need these skills to ace Portfolio Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your qualifications, particularly your ACCA or ACA status, and emphasises your experience in managing client portfolios. Use specific examples that demonstrate your client management skills and your ability to meet deadlines.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for accountancy and your proactive approach. Mention your experience in advising clients on business and tax matters, and how you can contribute to the firm's goals. Be sure to express your enthusiasm for working in a collaborative environment.
Highlight Relevant Experience: In your application, focus on your post-qualification experience in a UK accountancy practice. Detail your familiarity with year-end accounts, corporation tax, and personal tax compliance, as well as your experience in mentoring junior staff.
Showcase Technical Skills: Emphasise your proficiency in Microsoft Office, especially Excel and Word, and mention any experience with accounting software. If you have an interest in advisory work, make sure to include that as well, as it will be highly valued by the firm.
How to prepare for a job interview at ProTalent Limited
✨Showcase Your Client Management Skills
As a Portfolio Manager, you'll be managing a diverse client portfolio. Be prepared to discuss your previous experiences in client management, highlighting how you've built and maintained strong relationships with clients.
✨Demonstrate Technical Knowledge
Make sure you brush up on your knowledge of business and personal tax compliance. Be ready to answer technical questions and provide examples of how you've applied this knowledge in your previous roles.
✨Highlight Leadership Experience
Since the role involves mentoring junior team members, share specific examples of how you've led teams or supported the development of others. This will show your capability to lead and inspire within a collaborative environment.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving skills and ability to manage workflow under pressure. Think of situations where you've had to meet tight deadlines or handle complex client issues, and be ready to discuss your approach.
