At a Glance
- Tasks: Manage client relationships and lead a dynamic accounting team.
- Company: Forward-thinking, tech-driven accountancy practice in Surrey.
- Benefits: Up to £65,000 salary, flexible hours, gym access, and 24 days holiday.
- Other info: Embrace innovation and enjoy a culture that celebrates your impact.
- Why this job: Join a modern practice where your ideas shape the future.
- Qualifications: ACA/ACCA qualified with 5+ years experience in practice.
The predicted salary is between 65000 - 65000 £ per year.
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 Youll 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 Were 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.
Whats 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 youre 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 in Guildford 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 your professional development but also offers unique benefits like a state-of-the-art gym and extra holiday for your birthday.
