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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 strong client liaison skills.
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 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 employer: striveX Ltd
Contact Detail:
striveX Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Year-End Portfolio Manager
✨Tip Number 1
Network like a pro! Reach out to your connections in the accounting and tax world. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have a lead on that perfect Year-End Portfolio Manager role!
✨Tip Number 2
Show off your skills! Prepare a portfolio showcasing your past work and successes. When you get the chance to chat with potential employers, use this as a conversation starter to demonstrate your independence and competence.
✨Tip Number 3
Practice makes perfect! Get ready for interviews by rehearsing common questions related to client management and workflow optimisation. The more comfortable you are discussing your experience, the more confident you'll come across.
✨Tip Number 4
Apply through our website! We love seeing candidates who take the initiative. Make sure to tailor your application to highlight your autonomy and client liaison skills, so we can see how you’d fit into our values-led team.
We think you need these skills to ace Year-End Portfolio Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that align with the Year-End Portfolio Manager role. Highlight your independent working style and client management experience to show us you’re the right fit!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re excited about this role and how your values align with ours. We love seeing genuine enthusiasm, so let your personality come through!
Showcase Your Autonomy: Since this role requires a lot of independence, be sure to include examples of how you've successfully managed your own workload in the past. We want to see that you can take charge and deliver results without constant oversight.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss any important updates from our team!
How to prepare for a job interview at striveX Ltd
✨Know Your Numbers
Make sure you brush up on your accounting knowledge, especially 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 job, think of instances where you’ve liaised with clients successfully. Be ready to discuss how you handle client queries and maintain strong relationships, as this will demonstrate your suitability for the role.
✨Emphasise Workflow Optimisation
The job mentions improving systems and workflow. 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.