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- Tasks: Manage your own client portfolio and prepare annual accounts independently.
- Company: Join striveX, a trusted accounting firm with a focus on values-led businesses.
- Benefits: Competitive salary, hybrid work model, and opportunities for professional growth.
- Other info: Flexible working hours and a supportive team environment.
- Why this job: Enjoy autonomy in your role while making a real impact on clients' success.
- Qualifications: 4+ years of practice experience and ability to work independently.
The predicted salary is between 41000 - 52000 £ per year.
£41,000–£52,000 | Hybrid (1 day in office) | Manchester (M3) or Stokenchurch (HP14)
At striveX, we deliver trusted accounting and tax solutions to ambitious, values-led business owners. This role is ideal for someone who loves client contact, is independent and does not want to manage a team of people. You will report directly to the Senior Manager, but have autonomy over your own workload.
Services provided by the team:
- Company Accounts – FRS 105 and 102(1A)
- Company CT600
- Partnership Accounts
- Sole-trader accounts
- Self-Assessments
- Confirmation statements
The opportunity:
You will manage a portfolio of clients directly. Your work will be spot checked, but not reviewed on a regular basis. This is a role for someone who is competent and works independently. You will be responsible for:
- Preparing and filing annual accounts and returns
- Ensuring the internal deadlines and tasks are met for your portfolio
- Improving systems and workflow optimisation
- Being a role model for the junior members of the team
This is a senior role for a person who enjoys autonomy.
What we are looking for:
- 4+ years’ practice experience
- Proven experience working independently
- Ability to manage workflow, prioritisation and capacity
You will not be suitable if:
- Your work is currently reviewed by a manager
- You want to manage a team of individuals
- You are not confident liaising with clients
We are looking for someone who can operate with autonomy.
Our client base:
- Founder-led, growth-focused businesses
- No audit, charity or agriculture
- Values-aligned clients
Working pattern:
- Hybrid: 1 day per week in office Manchester (M3 2BY) or Stokenchurch (HP14 3FE)
- Flexitime
- Must live within 60-minute commute
- Valid UK driving licence
£41,000–£52,000 depending on the size of your portfolio, giving you the option to grow into your role.
Why this role is different:
- Full autonomy over your own workload
- Continuous growth creating new opportunities
We invest in our team because we expect high standards in return.
Year-End Portfolio Manager in Manchester employer: striveX Ltd
Contact Detail:
striveX Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Year-End Portfolio Manager in Manchester
✨Tip Number 1
Network like a pro! Reach out to your connections on LinkedIn or attend local meetups. You never know who might have the inside scoop on job openings that aren't advertised.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Show them you’re not just another candidate; you’re genuinely interested in what they do and how you can contribute.
✨Tip Number 3
Practice your pitch! Be ready to explain your experience and how it aligns with the role of Year-End Portfolio Manager. Confidence is key, so rehearse until it feels natural.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly.
We think you need these skills to ace Year-End Portfolio Manager in Manchester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your independent working style and client management experience, as these are key for this role.
Craft a Compelling Cover Letter: Use your cover letter to showcase your passion for autonomy and client contact. Share specific examples of how you've successfully managed your own workload in previous roles.
Showcase Relevant Experience: When detailing your work history, focus on your 4+ years of practice experience. Mention any relevant accounting standards you’ve worked with, like FRS 105 or 102(1A), to demonstrate your expertise.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at striveX Ltd
✨Know Your Numbers
Make sure you brush up on your accounting knowledge, especially around FRS 105 and 102(1A). Be ready to discuss how you've prepared and filed annual accounts in the past. This shows you’re not just familiar with the theory but have practical experience too.
✨Showcase Your Independence
Since this role requires autonomy, prepare examples of how you've successfully managed your own workload without constant oversight. Highlight situations where you’ve prioritised tasks effectively and met deadlines independently.
✨Client Communication is Key
As client contact is a big part of this role, think of specific instances where you’ve liaised with clients. Be ready to discuss how you handle client queries and maintain relationships, as this will demonstrate your confidence and ability to work directly with clients.
✨Emphasise Workflow Optimisation
The job mentions improving systems and workflow optimisation, so come prepared with ideas or examples of how you've streamlined processes in previous roles. This shows that you’re proactive and can contribute to the team’s efficiency right from the start.