Business Services Portfolio Manager

Location

Manchester (M1 4DZ) or Stokenchurch (HP14 3FE)

Salary

£35,000–£50,000 per annum (depending on experience)

Are you an experienced practice accountant who enjoys owning client relationships, delivering high-quality work, and supporting business owners beyond just compliance? Do you take pride in accuracy, deadlines, and client satisfaction? Do you enjoy working closely with clients while being part of a collaborative, values-driven, high-performance team?

We’re looking for a Business Services Portfolio Manager to join our dynamic and forward-thinking accounting firm. This role is ideal for someone with strong technical skills across VAT, bookkeeping, management accounts and payroll, who is equally strong with people and communication. You’ll manage your own portfolio end-to-end and become a trusted point of contact for your clients.

What You’ll Do

As a Business Services Portfolio Manager, you will:

• Manage a portfolio of clients end-to-end, with full responsibility for delivery, deadlines, and client experience
• Act as the main point of contact for your clients, building strong and trusted relationships
• Prepare bookkeeping, VAT returns, management accounts, and payroll, and carry out final checks and quality reviews on your own work before submission
• Ensure all work is accurate, compliant, and completed to a high standard
• Communicate clearly and proactively with clients, resolving queries and providing guidance
• Take personal accountability for quality control and timely delivery across your portfolio
• Support client onboarding and handovers where required
• Work collaboratively with managers and other departments to ensure smooth workflow
• Identify opportunities to improve processes and client outcomes
• For some larger clients, provide a more embedded finance function support role, being hands‑on with elements of their day‑to‑day finance operations and internal reporting

Please note: year-end services, including statutory accounts and tax returns, are carried out by our year-end team and are separate to this role.

What we’re looking for

To thrive in this role, you’ll need:

• AAT Level 4 qualified or above
• Minimum of 3 years’ experience working in an accountancy practice
• Strong technical skills across VAT, bookkeeping, management accounts, and payroll
• Excellent soft skills and confidence communicating with business owners
• A genuine interest in clients and a desire to support their business growth
• High attention to detail and pride in accurate work
• Strong organisational skills and attention to detail, ensuring an efficient and structured approach
• The ability to work independently and take ownership of your portfolio
• A team-player mindset, willing to support others when needed
• High personal accountability for quality, deadlines, and client satisfaction

What we offer

We believe a team who deliver excellence deserve an excellent benefits package, which is why we offer:

• Competitive salary – we pay salaries that reflect your value, not your location.
• Clear career progression – our transparent pay matrix ensures your salary increases with every exam passed.
• Monthly personal development meetings – dedicated 1:1 time with a partner to focus on personal and professional growth.
• Comprehensive study support – we cover all training provider costs, exam fees, study leave, and professional memberships (ACCA, ACA, AAT, or relevant management courses).
• Flexible working arrangements – helping you balance work with personal priorities.
• Annual workcation – fully paid trips to celebrate the team’s hard work and success.
• Private medical, dental, optical & travel insurance OR gym membership – choose the benefit that suits you best once you’ve passed probation.
• Free sessions with financial and mortgage advisors – expert guidance to help you make the most of your money.
• Full sick pay – at the directors’ discretion, we often provide full pay during illness.

Location

This role is based at either our Manchester (M1 4DZ) or Stokenchurch (HP14 3FE) office.

While we offer hybrid working arrangements after the probationary period, our team is required to attend the office a minimum of one day per week. Additionally, during the induction period, we ask team members to be in the office for at least one month to ensure they’re fully supported and integrated into our processes and culture.

Ready to Join Us?

If you’re excited about the opportunity to make a real impact as a Business Services Portfolio Manager, we’d love to hear from you! Apply now with your CV and a cover letter explaining why you’re the perfect fit for this role.

Name

Email

Postcode (must be within 60 minute commute time of M3 2BY or HP14 3FE)

Do you hold a valid UK driving licence & have a car?

#J-18808-Ljbffr

Full job description from WhatJobs. Apply for this role →