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- Tasks: Manage client portfolios and lead a dynamic accounting team with innovative solutions.
- Company: Forward-thinking, tech-driven accountancy practice in Surrey.
- Benefits: Up to ÂŁ65,000 salary, flexible hours, hybrid working, and 24 days holiday.
- 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.
- Other info: Enjoy a culture that values innovation and celebrates your contributions.
Accountancy Practice Portfolio Manager, Up to ÂŁ65,000 + Benefits + Hybrid Working, Weybridge, Surrey
All candidates should make sure to read the following job description and information carefully before applying.
Accountancy Practice Portfolio Manager Overview:
This is a newly created position and this role has come aboard 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 ÂŁ65,000 (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.
Interested?
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 Portfolio Manager employer: Teemz Ltd
Contact Detail:
Teemz Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Accountancy Practice Portfolio Manager
✨Tip Number 1
Network like a pro! Reach out to your connections in the accountancy field and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research the company and its culture, especially their tech-driven approach. Be ready to discuss how your experience aligns with their innovative mindset and how you can contribute to their growth.
✨Tip Number 3
Showcase your tech-savvy side! During interviews, highlight any experience you have with automation and new software. This will resonate well with a forward-thinking practice that values innovation.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining our modern accountancy practice.
We think you need these skills to ace Accountancy Practice Portfolio Manager
Some tips for your application 🫡
Read the Job Description Thoroughly: Before you start writing your application, make sure to read the job description carefully. We want to see that you understand what the Accountancy Practice Portfolio Manager role entails and how your skills align with our needs.
Showcase Your Experience: Highlight your ACA/ACCA qualifications and relevant experience in practice. We’re looking for someone with at least 5 years of post-qualification experience, so make sure to detail your journey and achievements in your application.
Be Yourself: Let your personality shine through! We value confident communicators who can build relationships. Use your application to show us how you connect with clients and inspire teams, while also demonstrating your tech-savvy mindset.
Apply Through Our Website: When you're ready to submit your application, do it through our website. This helps us keep everything organised and ensures your application gets the attention it deserves. We can't wait to hear from you!
How to prepare for a job interview at Teemz Ltd
✨Know Your Numbers
As an Accountancy Practice Portfolio Manager, you’ll need to demonstrate your financial acumen. Brush up on key financial metrics and be ready to discuss how you've used them to drive client success in the past.
✨Showcase Your Tech Savvy
This role values innovation and technology. Be prepared to talk about the software and tools you’ve used in previous roles, and how they’ve improved processes or client relationships. Highlight any experience with automation that can set you apart.
✨Client Relationship Focus
Since you'll be managing a diverse portfolio of clients, think of examples where you’ve built strong relationships. Prepare to share stories that illustrate your communication skills and how you’ve provided exceptional service.
✨Demonstrate Leadership Skills
You’ll be leading a small team, so it’s crucial to convey your leadership style. Think of instances where you’ve inspired or guided a team, and be ready to discuss how you plan to foster collaboration and growth within your new team.