Fleet, United Kingdom | Posted on 03/11/2026
TPF Recruitment, the South East’sleading accountancy practice recruitment agency, is delighted to be supportinga well-established and highly regarded independent firm of CharteredAccountants in Fleet with the recruitment of an experienced Accounts &Portfolio Manager.
This is an excellent opportunity for anACA or ACCA qualified accountant who enjoys a varied general practice role,combining technical accounts work, client relationship management and teamleadership. The successful candidate will take responsibility for a smallportfolio of clients while overseeing and supporting a small team ofaccountants, playing an important role in the continued success and developmentof the practice.
The firm has built an excellentreputation for delivering high-quality accountancy and advisory services to adiverse client base, including owner-managed businesses, SMEs and individuals.You will be joining a friendly and collaborative team, with close access to thedirectors and genuine opportunities to develop your career within a supportiveworking environment.
Responsibilities
As an Accounts & Portfolio Manager,you will take responsibility for managing a small portfolio of clients,alongside overseeing the day-to-day activities and development of a small teamof accountants. You will play a key role in ensuring clients receive aproactive, high-quality service while maintaining efficient workflow andstandards across the team.
Responsibilities will include:
- Managinga small and varied portfolio of clients, including limited companies, soletraders and partnerships across a range of industries.
- Reviewingstatutory accounts, management accounts and corporation tax returnsprepared by the wider team.
- Actingas the primary point of contact for your portfolio, building strong clientrelationships and providing commercial and technical advice.
- Overseeingand managing a small team of accountants, allocating work and monitoringdeadlines and workflow.
- Reviewingteam members’ work, providing technical guidance, support and constructivefeedback.
- Mentoringand developing junior members of the team, supporting their ongoingprofessional development.
- Managingclient deadlines, budgets and workflow to ensure work is completedaccurately and efficiently.
- Identifyingopportunities to provide additional services and support clients withtheir wider business and accounting requirements.
- Workingclosely with the directors to support the continued development and growthof the practice.
Requirements
- ACA orACCA qualified, or qualified by experience with relevant accountancypractice experience.
- Previous/recentexperience working within a UK firm of Chartered Accountants.
- Strongtechnical knowledge of statutory accounts preparation and businesstaxation.
- Experiencemanaging client relationships and overseeing a portfolio of clients.
- Previousexperience supervising, reviewing the work of and supporting junioraccountants.
- Excellentcommunication and relationship management skills.
- Wellorganised, with the ability to manage multiple priorities and deadlines.
- Aproactive and personable approach, with the confidence to take ownershipof both client relationships and team responsibilities.
- Salarycirca £50,000 – £60,000 depending on experience and qualification status.
- Avaried and interesting client portfolio.
- Theopportunity to take ownership of a small portfolio while managing anddeveloping a close-knit team.
- A keyposition within a reputable independent practice, with close interactionwith the directors.
- A highly competitive benefits package is also on offer.
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