Accounts Portfolio Manager

• Location: Exeter
• Job Type: Full-time
• Salary: £40,000 - £45,000

We are seeking a Portfolio Manager to join our client’s team and take charge of a broad portfolio of clients. This senior position is ideal for someone who is both technically strong and passionate about client service. You will lead on delivering accounting and advisory services, ensuring compliance and high-quality outputs.

The Role

As an Accounts Portfolio Manager, you will play a key role in overseeing a number of clients’ accounts as well as overseeing a team of junior members in order to contribute to their growth and provide guidance and training where possible. You will:

• Manage a portfolio primarily consisting of SMEs, partnerships, and sole traders. Act as the main point of contact for your clients, ensuring their needs are met and maintaining strong, long-term relationships founded on trust and excellent service.
• Prepare and review financial statements, annual accounts, tax returns, and periodic management reports. Ensure accuracy and compliance with relevant accounting standards and UK tax regulations, meeting all reporting deadlines.
• Provide strategic financial insights to help clients grow their businesses and improve financial performance. Advise on tax planning, cash flow management, and business planning, tailoring your advice to each client’s circumstances.
• Serve as the trusted adviser for your clients, handling day-to-day queries and proactively addressing their accounting and business needs. Conduct client meetings, present findings, and ensure client satisfaction.
• Supervise and mentor a team of junior accountants and trainees. Review their work, provide guidance and training, and foster their professional development to maintain a high-performing team.
• Ensure the quality of work produced by your team meets UK GAAP/IFRS standards and the latest tax legislation. Stay updated with changes in accounting standards or tax law to ensure the firm’s services adapt accordingly.
• Collaborate with directors and senior management to improve internal processes and enhance client service experiences.

What We Are Looking For

• ACA or ACCA Qualified (or equivalent)
• Previous experience in an accountancy practice environment managing a diverse portfolio of clients. Proven experience in a senior role, ideally as an Accounts Manager or Client Manager.
• Strong knowledge of UK accounting standards (UK GAAP and/or IFRS) and tax compliance. Proficiency in accounting software such as Xero, QuickBooks, and Sage.
• Excellent leadership qualities, ability to manage and mentor junior team members, delegate effectively, and provide constructive feedback.
• Exceptional communication and interpersonal skills, confident in liaising with clients and explaining complex financial information clearly.
• Strong analytical and problem-solving abilities, well-organised, able to manage deadlines and priorities, and proactive in resolving issues.
• Commercial awareness with the ability to spot opportunities to add value for clients or improve services.

What You’ll Get In Return

• Competitive salary and benefits package.
• Opportunities for professional growth and leadership.
• Dynamic and supportive work environment.
• Modern offices with free parking (from September onwards)

If this role is of some interest, please submit your CV or call Josh Fuller at Reed Devon & Cornwall