Save Job Back to Search Job Description Summary Similar JobsJoin a firm with an Excellent reputationGood career prospectsAbout Our ClientThe company is a small-sized organisation operating within the business services industry, specifically focused on Accounting & Finance. Known for its professional approach and commitment to excellence, the company provides tailored solutions to its clients while fostering growth and development for its employees.Job DescriptionManage a portfolio of clients, ensuring timely and accurate delivery of accounting services.Oversee the preparation and review of financial statements and tax returns.Provide professional advice to clients on accounting and finance-related matters.Supervise and support junior team members in their professional development.Ensure compliance with all relevant regulations and standards.Identify and implement process improvements to enhance efficiency and accuracy.Build and maintain strong client relationships to drive satisfaction and retention.Report on portfolio performance and contribute to strategic planning initiatives.The Successful ApplicantA successful Portfolio Manager should have:A professional qualification in Accounting or Finance (e.g., ACA, ACCA, or equivalent).Strong technical knowledge of accounting principles and tax regulations.Previous experience managing client portfolios within the business services industry.Excellent organisational and time-management skills.Confidence in supervising and mentoring junior staff members.Proficiency in accounting software and Microsoft Office applications.A proactive and solutions-oriented approach to challenges.Outstanding communication and interpersonal skills.Full UK Driving Licence and access to a car (transport) due to location of offices.What's on OfferA competitive salary in the range TBC Dependent on Experience.28 days annual leave, including Bank Holidays, increasing to a maximum of 33 days.An additional 'Holiday' birthday day after successful probation completion.A discretionary bonus scheme to reward performance.A permanent position located in Fareham with opportunities for career developmentFree Car Parking.This is an exciting opportunity for a Portfolio Manager to join a respected small-sized organisation in Fareham. If you are looking to advance your career in the business services industry, we encourage you to apply today!ContactBrent SlocombeQuote job refJN-062025-6766441Phone number+441179271443Job summaryJob functionAudit & AdvisorySubsectorPractice (Audit) & AssuranceSectorBusiness ServicesLocationFarehamContract typePermanentConsultant nameBrent SlocombeConsultant phone+441179271443Job referenceJN-062025-6766441
