Year-End Portfolio Manager

£41,000–£52,000 | Hybrid (1 day in office) | Manchester (M3) or Stokenchurch (HP14)

At striveX, we deliver trusted accounting and tax solutions to ambitious, values-led business owners.

This is role is ideal for someone who loves client contact, is independent and does not want to manage a team of people.

You will report directly to the Senior Manager, but have autonomy of your own workload.

Services provided by the team

• Company Accounts – FRS 105 and 102(1A)
• Company CT600
• Partnership Accounts
• Sole-trader accounts
• Self-Assessments
• Confirmation statements

The opportunity

You will manage a portfolio of clients directly. Your work will be spot checked, but not reviewed on a regular basis. This is a role for someone who is competent and works independently.

You will be responsible for:

• Preparing and filing annual accounts and returns
• Ensuring the internal deadlines and tasks are met for your portfolio
• Improving systems and workflow optimisation
• Being a role model for the junior members of the team

This is a senior role for a person who enjoys autonomy.

What we are looking for

• 4+ years’ practice experience
• Proven experience working independently
• Ability to manage workflow, prioritisation and capacity

You will not be suitable if:

• Your work is currently reviewed by a manager
• You want to manage a team of individuals
• You are not confident liaising with clients

We are looking for someone who can operate with autonomy.

Our client base

• Founder-led, growth-focused businesses
• No audit, charity or agriculture
• Values-aligned clients

Working pattern

• Hybrid: 1 day per week in office
• Manchester (M3 2BY) or Stokenchurch (HP14 3FE)
• Flexitime
• Must live within 60-minute commute
• Valid UK driving licence

£41,000–£52,000 depending on size of your portfolio. Giving you the option to grow into your role.

Why this role is different

• Full autonomy over your own workload
• Continuous growth creating new opportunities

We invest in our team because we expect high standards in return.

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