Job Description
Portfolio Manager
Location: Bolton
Salary: 45-55k per annum
Experience: ACA or ACCA qualified (or part-qualified with significant portfolio and team management experience)
The Role
We are looking for an exceptional Portfolio Manager to join a busy Bolton accounting team and hit the ground running with their own portfolio of limited company clients.
You will have a direct, supportive team consisting of an Accountant and a Bookkeeper, enabling you to focus on delivering an exemplary service, providing proactive advice, and building strong long-term client relationships.
What you will be doing
• Providing excellent service, support and proactive business advice to a portfolio of limited company clients
• Managing and reviewing statutory and management accounts from planning through to completion, ensuring compliance with HMRC and Companies House standards and deadlines
• Managing and reviewing corporation tax, personal tax and VAT computations and returns
• Analysing company accounts and delivering tailored advisory support to clients
• Managing company secretarial tasks, including CS01s, company formations and ad-hoc filings
• Monitoring deadlines across your portfolio (accounts, VAT, tax returns, CS01s and related compliance)
• Leading, developing and monitoring performance across a team of senior and junior staff to maintain standards, compliance and service quality
• Advising clients on tax planning, including remuneration strategy, pension contributions and capital assets
• Liaising with credit control to ensure services are billed correctly and credit control policy is followed
• Working closely with the Personal Tax Manager on self assessment for your portfolio, and with wider tax specialists on more complex matters
• Reporting regularly to senior management on portfolio statistics and performance
• Attending and leading client meetings when required
• Actively building your portfolio and identifying opportunities to upsell and cross-sell services
• Supporting team development through training, coaching and strong day-to-day leadership
What we are looking for
• ACA or ACCA qualified with a minimum of 3 years’ experience in practice
o Part-qualified ACA or ACCA will be considered with significant experience managing a portfolio and leading an accounting team
• Proven experience managing your own portfolio of clients, alongside team management
• Strong experience with cloud accounting software (Xero preferred)
• Working knowledge of accounting support tools such as Dext, CCH (or similar)
Skills and attributes
• A can-do attitude with exceptional communication and organisational skills
• A compassionate, confident leader who can inspire and motivate junior team members
• Passion for client relationships and delivering excellent customer service
• Proactive approach, comfortable taking ownership and driving standards
Working pattern
• Hybrid
What’s On Offer
• Competitive salary 45-55k per annum
• Company pension scheme
• 25 days’ annual leave plus bank holidays
• Additional annual leave at certain levels of seniority
• Option to buy up to 5 additional days’ annual leave (up to 30 days total)
• Business closure over Christmas (subject to business needs)
• Life assurance (4x annual salary)
• Enhanced family leave policies
• Enhanced company sick pay
• Employee Assistance Programme (24/7 support, free and confidential)
• Corporate discounts platform
Flexible benefits platform (seniority dependent, self-funded at corporate rates), including options such as:
o Critical illness cover
o Cash plan
o Cycle to work
o Eye care
Dental
Apply in Confidence
If you are looking to join a supportive and growing practice where your contribution will be recognised and your career can develop further, we would be delighted to hear from you.
For a confidential discussion regarding this opportunity, please contact:
Diane Shaw
Email: d.shaw@h-fts.com
Mobile: 07506 740664
Office: 0333 996 2882
All applications and conversations will be treated in the strictest confidence.