At a Glance
- Tasks: Manage client relationships and lead a team in a tech-driven accountancy practice.
- Company: Forward-thinking accountancy practice based in Surrey with a focus on innovation.
- Benefits: Up to £65,000 salary, hybrid working, gym access, and 24 days holiday.
- Other info: Flexible hours, a culture that values your input, and excellent career growth opportunities.
- Why this job: Join a modern practice where your ideas shape the future and make a real impact.
- Qualifications: ACA/ACCA qualified with 5+ years experience and strong communication skills.
The predicted salary is between 65000 - 65000 £ per year.
Up to £65,000 Base Salary + Benefits + Hybrid Working, Weybridge, Surrey.
This is a newly created position based on growth and demand within the business. Reporting to the Director of the practice, the Portfolio Manager position is working for a forward-thinking, tech-driven accountancy practice based in Surrey. The Portfolio Manager will lead client relationships, inspire business owners with financial insight, and play a key role in developing a small team.
What Makes This Role Different
- Modern & Flexible Working: 3 days in the office (Tues-Thurs) for collaboration, work remotely the rest of the week.
- A Culture That Values Innovation: This business is constantly evolving how they work, embracing automation and new technologies to make life easier for both the team and their clients.
- Room to Grow: Be part of an ambitious practice where your ideas and input genuinely shape the business.
What You’ll Be Doing
- Managing a diverse portfolio of clients, acting as their go-to advisor and ensuring exceptional service delivery.
- Leading and coordinating the accounting and tax teams to meet key deadlines.
- Reviewing and finalising year-end financial statements and tax returns.
- Preparing and reviewing management accounts and self-assessment tax returns.
- Holding client meetings, offering strategic advice, and building lasting relationships.
- Getting involved in business reporting and monthly billing.
- Championing technology and exploring new software that helps the business work smarter.
What We’re Looking For
- ACA/ACCA qualified with 5+ years post-qualification experience in practice.
- Confident communicator who knows when to pick up the phone, jump on Zoom, or just check in with a client.
- Passion for delivering brilliant client experiences and offering practical, commercial advice.
- A tech-savvy mindset and enthusiasm for process improvement and automation.
- Strong organisational skills with the ability to manage multiple priorities.
What’s In It for You
- Competitive salary up to £65,000 (depending on experience).
- Flexible hours and hybrid working.
- Access to a state-of-the-art gym and phone allowance.
- 24 days holiday + bank holidays + an extra day off for your birthday.
- Pension contribution.
- A culture that recognises and celebrates your impact.
If you’re ready to join a modern accountancy practice where your voice matters, hit Apply today and tell us why this role is the perfect next step in your career.
Accountancy Practice Manager employer: TEEMZ LTD
Join a forward-thinking, tech-driven accountancy practice in Weybridge, Surrey, where innovation and flexibility are at the heart of our culture. With a competitive salary, hybrid working options, and a commitment to employee growth, we empower our team to shape the future of our business while enjoying a supportive environment that values your contributions. Experience a workplace that not only prioritises work-life balance but also offers unique benefits like a state-of-the-art gym and additional holiday for your birthday.
