TPF Recruitment | Full time

Portfolio Manager

Chichester, United Kingdom | Posted on 30/05/2025

Job Information

  • Job ID ZR_6182_JOB
  • Date Opened 30/05/2025
  • Job Type Full time
  • Industry -Accounting
  • Salary £45,000-£55,000
  • City Chichester
  • Province West Sussex
  • Country United Kingdom
  • Postal Code PO19 8NS

Job Description

TPF Recruitment is pleased to be recruiting on behalf of a well-established and expanding accountancy practice with offices in Chichester and Hampshire, who are seeking an experienced Portfolio Manager to join their growing team.

This vibrant and forward-thinking firm delivers high-quality services to a diverse client base and prides itself on a collaborative, supportive culture. This is a fantastic opportunity for a qualified and driven professional looking to progress their career within a dynamic and client-focused environment.

The Role

As a Portfolio Manager, you’ll take ownership of a varied portfolio of clients, ensuring delivery of a high-quality service across accounts, taxation, and business advisory.

Key Responsibilities:

  • Manage a portfolio of clients across various sectors and business types (Limited Companies, LLPs, Sole Traders, Partnerships)

  • Oversee the preparation and submission of year-end accounts and tax returns

  • Handle personal tax matters, ensuring compliance and timely filing

  • Provide strategic business advice to clients where appropriate

  • Review work completed by junior team members, ensuring quality and accuracy

  • Mentor and coach less experienced staff, assisting in their development

  • Ensure internal SLAs, deadlines, and regulatory requirements are consistently met

  • Contribute to monthly billing targets and broader departmental objectives

  • Collaborate with Partners/Directors on more complex or high-net-worth clients

  • Ensure adherence to firm-wide policies, procedures, and compliance standards



Requirements

The Ideal Candidate

You will be a qualified accountant (ACA or ACCA) with a minimum of 2-3 years' post-qualification experience within an accountancy practice. You’ll have a proven ability to manage client portfolios and demonstrate strong leadership, communication, and organisational skills.

Essential Skills & Experience:

  • ACA/ACCA qualified with post-qualified practice experience

  • Solid understanding of statutory accounts preparation and tax (corporate and personal)

  • Confident managing your own portfolio of clients and acting as a trusted advisor

  • Ability to conduct first-level file reviews and provide constructive feedback

  • Strong IT skills, particularly MS Excel and accounting software

  • Excellent interpersonal and client communication skills

  • Highly organised, proactive, and comfortable working in a fast-paced team environment

  • Previous experience in mentoring or coaching junior team members is highly desirable



Benefits

Benefits: 28 days holiday (including Bank Holidays), rising to 33 days with service, birthday leave, discretionary bonus scheme, free on-site parking.

Please contact Mark Sitton on 01273 102 360,  Mark@TPFrecruitment.com or via LinkedIn for a confidential conversation. 
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