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For Companies At a Glance
- Tasks: Manage client portfolios, ensuring high-quality delivery and building strong relationships.
- Company: Dynamic accounting firm focused on collaboration and client success.
- Benefits: Competitive salary, clear career progression, study support, and flexible working arrangements.
- Other info: Enjoy annual workcations and personal development meetings for continuous growth.
- Why this job: Join a forward-thinking team and make a real impact on clients' business growth.
- Qualifications: AAT Level 4 qualified with 3+ years in accountancy practice and strong communication skills.
The predicted salary is between 35000 - 50000 £ per year.
Location: Manchester (M1 4DZ) or Stokenchurch (HP14 3FE)
Salary: £35,000–£50,000 per annum (depending on experience)
Are you an experienced practice accountant who enjoys owning client relationships, delivering high-quality work, and supporting business owners beyond just compliance? Do you take pride in accuracy, deadlines, and client satisfaction? Do you enjoy working closely with clients while being part of a collaborative, values-driven, high-performance team? We’re looking for a Business Services Portfolio Manager to join our dynamic and forward-thinking accounting firm. This role is ideal for someone with strong technical skills across VAT, bookkeeping, management accounts and payroll, who is equally strong with people and communication. You’ll manage your own portfolio end-to-end and become a trusted point of contact for your clients.
What You’ll Do
- Manage a portfolio of clients end-to-end, with full responsibility for delivery, deadlines, and client experience
- Act as the main point of contact for your clients, building strong and trusted relationships
- Prepare bookkeeping, VAT returns, management accounts, and payroll, and carry out final checks and quality reviews on your own work before submission
- Ensure all work is accurate, compliant, and completed to a high standard
- Communicate clearly and proactively with clients, resolving queries and providing guidance
- Take personal accountability for quality control and timely delivery across your portfolio
- Support client onboarding and handovers where required
- Work collaboratively with managers and other departments to ensure smooth workflow
- Identify opportunities to improve processes and client outcomes
- For some larger clients, provide a more embedded finance function support role, being hands-on with elements of their day-to-day finance operations and internal reporting
Please note: year-end services, including statutory accounts and tax returns, are carried out by our year-end team and are separate to this role.
What we’re looking for
- AAT Level 4 qualified or above
- Minimum of 3 years’ experience working in an accountancy practice
- Strong technical skills across VAT, bookkeeping, management accounts, and payroll
- Excellent soft skills and confidence communicating with business owners
- A genuine interest in clients and a desire to support their business growth
- High attention to detail and pride in accurate work
- Strong organisational skills and attention to detail, ensuring an efficient and structured approach
- The ability to work independently and take ownership of your portfolio
- A team-player mindset, willing to support others when needed
- High personal accountability for quality, deadlines, and client satisfaction
What we offer
- Competitive salary – we pay salaries that reflect your value, not your location.
- Clear career progression – our transparent pay matrix ensures your salary increases with every exam passed.
- Monthly personal development meetings – dedicated 1:1 time with a partner to focus on personal and professional growth.
- Comprehensive study support – we cover all training provider costs, exam fees, study leave, and professional memberships (ACCA, ACA, AAT, or relevant management courses).
- Flexible working arrangements – helping you balance work with personal priorities.
- Annual workcation – fully paid trips to celebrate the team’s hard work and success.
- Private medical, dental, optical
Business Services Portfolio Manager employer: striveX Ltd
Contact Detail:
striveX Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Business Services Portfolio Manager
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that Business Services Portfolio Manager role.
✨Tip Number 2
Practice your pitch! You never know when you'll get a chance to introduce yourself. Have a quick summary of your experience and skills ready to go, so you can impress potential employers on the spot.
✨Tip Number 3
Follow up after interviews! A simple thank-you email can go a long way. It shows you're genuinely interested in the position and helps keep you top of mind for the hiring team.
✨Tip Number 4
Apply through our website! We love seeing applications come directly from candidates who are excited about joining our team. Plus, it gives you a better chance to showcase your personality and fit for the role.
We think you need these skills to ace Business Services Portfolio Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your technical skills in VAT, bookkeeping, and management accounts, as well as your ability to build strong client relationships.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're the perfect fit for the Business Services Portfolio Manager role. Share specific examples of how you've supported clients and delivered high-quality work in the past.
Showcase Your Soft Skills: We value communication and teamwork just as much as technical skills. Make sure to mention your soft skills and provide examples of how you've effectively communicated with clients and collaborated with colleagues.
Apply Through Our Website: For the best chance of success, apply directly through our website. This way, we can easily track your application and ensure it reaches the right people in our team.
How to prepare for a job interview at striveX Ltd
✨Know Your Stuff
Make sure you brush up on your technical skills, especially around VAT, bookkeeping, management accounts, and payroll. Be ready to discuss specific examples from your experience that showcase your expertise and how you've successfully managed client portfolios in the past.
✨Build Rapport
Since this role involves a lot of client interaction, practice your communication skills. Think about how you can build strong relationships with clients. Prepare to share how you've effectively communicated with business owners and resolved their queries in previous roles.
✨Showcase Your Attention to Detail
This position requires a high level of accuracy and quality control. Bring examples of how you've ensured your work is compliant and error-free. You might even want to mention any processes you've improved to enhance client outcomes.
✨Demonstrate Team Spirit
Being a team player is crucial in this role. Think of instances where you've collaborated with colleagues or supported others in achieving a common goal. Highlight your willingness to help out and how it contributes to a positive work environment.