Portfolio Manager

Portfolio Manager – Accountancy Practice | Chichester Full Time | Permanent  28 Days Holiday, Birthday Off, Bonus Scheme, Free Parking
Are you a qualified accountant looking to take ownership of a diverse client portfolio in a growing, forward-thinking firm?
We’re working with a well-established and progressive accountancy practice with offices across Chichester and Hampshire. They are seeking a proactive and experienced Portfolio Manager to join their dynamic team. This is a fantastic opportunity for someone with strong client management skills who enjoys variety and thrives in a collaborative, supportive environment.
The Role As Portfolio Manager, you will lead the delivery of services to your own portfolio of clients, ensuring compliance, quality, and a first-class client experience. Your responsibilities will include:
Managing all aspects of client service delivery, including year-end accounts, corporation tax, and personal tax compliance

Advising clients on business and tax matters, offering strategic insight and support

Leading and mentoring junior team members, reviewing work, and supporting their development

Overseeing workflow to ensure timely, accurate, and efficient delivery of services

Meeting internal billing targets and service KPIs

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