Corporate Portfolio Manager – Accountancy

Streets

Corporate Portfolio Manager at a chartered accountancy firm, overseeing a diverse portfolio of incorporated clients. Delivering high-quality accounting and advisory services while ensuring compliance and strategic insights.

Posted 5/15/2026full-timeExeter • 🇬🇧 United KingdomMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Overseeing a portfolio of clients: Manage a portfolio primarily consisting of incorporated SMEs, acting as the main point of contact for your clients and ensuring their needs are met.
Financial reporting and compliance: Prepare and review financial statements, annual accounts, tax returns, and periodic management reports for your clients.
Strategic advisory: Provide strategic financial insights to clients to help them grow their businesses and improve their financial performance.
Client relationship management: Serve as the trusted adviser for clients in your portfolio, handling day-to-day queries and proactively addressing their accounting and business needs.
Team leadership and mentoring: Supervise and mentor a team of junior accountants and trainees.
Quality control and compliance: Take responsibility for the quality of work produced by your team, implementing review processes to ensure compliance with UK GAAP/IFRS and the latest tax legislation.
Continuous improvement: Work with the directors and senior management team to identify opportunities to improve internal processes or enhance the client service experience.

Requirements

What you’ll need

ACA or ACCA Qualified: You are a chartered accountant (ACA or ACCA) with full membership status (or equivalent qualification).
Practice and Managerial Experience: You have previous experience in an accountancy practice environment, with a track record of managing a portfolio of corporate clients.
Technical skills: Strong knowledge of UK accounting standards (UK GAAP and/or IFRS) and a good understanding of tax compliance.
Software proficiency: Proficient in accounting software including Xero, QuickBooks, and Sage.
Leadership and mentoring: Excellent leadership qualities – you enjoy managing and mentoring junior team members, helping them grow and maintaining high standards of work.
Client-focused communication: Exceptional communication and interpersonal skills.
Analytical and organised: Strong analytical and problem-solving abilities, with keen attention to detail.
Business acumen: Commercial awareness and the ability to spot opportunities to add value for clients or improve services.
Audit experience (desirable): Previous audit experience would be advantageous, particularly in understanding group structures, controls, and compliance requirements.

Benefits

Comp & perks

23 days plus bank holidays, with an additional day for your birthday.
Company pension scheme with employer contributions and death in service cover.
Ongoing training and clear progression opportunities, including potential advancement to senior management roles.
Flexible and hybrid working options available after probation.
NHS top-up plan to support routine healthcare costs.
A collaborative, friendly environment where your contributions are valued.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial reportingfinancial statementstax returnsUK GAAPIFRStax complianceportfolio managementaudit experienceanalytical skillsproblem-solving

Soft Skills

leadershipmentoringclient relationship managementcommunication skillsinterpersonal skillsattention to detailcommercial awarenessstrategic advisorycontinuous improvementteam supervision

Certifications

ACAACCA