Robert Half
21 Nov 2023
30 Nov 2023
Contract Type
Full Time

We are partnering with a well-established and recognised accountancy firm in the appointment of portfolio manager based in Wilmslow.

On a growth trajectory this accountancy firm diverse book of clients range from one-man-bands to multi-national million- pound turnover corporate entities.

Duties include:

  • managing a team of staff
  • Managing a portfolio of clients
  • Review of annual accounts
  • Review of corporation tax
  • Managing a GBP200k portfolio of clients
  • Preparation of annual accounts
  • Preparation of corporation tax returns
  • Preparing detailed management accounts in excel
  • Training staff
  • Meeting potential new clients, sending proposals and helping on board new clients


  • Part or Qualified accountant AAT/ACA/CIMA/ACCA
  • Experience working in an accountancy firm including managing clients.
  • Experience completing year end accounts.
  • Experience using Iris would be desirable
  • Self-starter, driven and polite with strong communication skills.


  • Salary up to GBP55k
  • Flexible and hybrid working
  • Private health care
  • Regular team events
  • Free parking

For the right person, there is also an opportunity for progression to Director and to ultimately become a co-owner of the business.

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