Accounts Senior/Portfolio Manager
Job Description
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
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Running your own portfolio of sole traders, partnerships and limited companies from start to finish
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Preparing and reviewing year-end accounts, corporation tax and personal tax returns
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Being the go-to contact for your clients in person, on the phone and by email
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Spotting where clients could be doing things better and raising it with them
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Working with the tax, audit and payroll teams so clients get joined-up advice What you'll bring
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Newly qualified ACA or ACCA, or qualified by experience with a solid practice background
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Confident with Xero and QuickBooks
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Up to date with changes to accounting and tax legislation
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The habit of getting back to clients promptly (this matters here)
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Organised, efficient and happy to muck in as part of the team Why it's worth a look
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A settled, loyal client base rather than a pile of problem files
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A proper handover from the person who built those relationships
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A direct line to the firm's founder
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Broad technical exposure without the big-firm box-ticking
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