Accounts Senior/Portfolio Manager

Most portfolio roles hand you whatever nobody else wanted. This one is different.

An established independent practice in Brighton is looking for an Accounts Senior/Portfolio Manager to take on a mixed portfolio of long-standing, loyal clients. These relationships have been built up over years by one of the directors. They’ll introduce you properly and support the handover, so you won’t be picking up a portfolio cold.

The firm covers accounts, tax, audit, VAT, payroll, private client and corporate finance. That means there’s real specialist knowledge in-house when a tricky question lands on your desk. It’s still small enough that you’ll know the founder, the team and your clients by name.

What you’ll be doing

• Running your own portfolio of sole traders, partnerships and limited companies from start to finish
• Preparing and reviewing year-end accounts, corporation tax and personal tax returns
• Being the go-to contact for your clients in person, on the phone and by email
• Spotting where clients could be doing things better and raising it with them
• Working with the tax, audit and payroll teams so clients get joined-up advice

What you’ll bring

• Newly qualified ACA or ACCA, or qualified by experience with a solid practice background
• Confident with Xero and QuickBooks
• Up to date with changes to accounting and tax legislation
• The habit of getting back to clients promptly (this matters here)
• Organised, efficient and happy to muck in as part of the team

Why it’s worth a look

• A settled, loyal client base rather than a pile of problem files
• A proper handover from the person who built those relationships
• A direct line to the firm’s founder
• Broad technical exposure without the big-firm box-ticking

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