Portfolio Manager - Leading Independent Accountancy Firm Lancashire
Your new company Are you an experienced accountancy professional looking to take the next step in your career? Our client, a leading independent accountancy firm in Lancashire, is seeking a proactive and commercially minded Portfolio Manager to join their growing team. This is a fantastic opportunity to work within a supportive, forward-thinking practice that values expertise, collaboration and exceptional client service. This is a highly respected and long established firm is known for delivering first-class accountancy, audit and advisory services to a diverse portfolio of clients across the region. With a strong reputation for quality and a culture built on trust and progression, they pride themselves on being both people-focused and performance-driven. Your new role As a Portfolio Manager, you will take ownership of a varied client portfolio, providing a comprehensive range of compliance and advisory services. You will be the main point of contact for your clients, ensuring they receive an outstanding experience while supporting the firm's strategic growth.
Managing a diverse client portfolio, including SMEs, owner-managed businesses and growing enterprises
Overseeing year-end accounts, management accounts and tax compliance work
Providing high-quality advisory support, identifying opportunities to add value
Reviewing work prepared by junior team members and providing mentoring and guidance
Building strong client relationships and supporting business development activity
Ensuring all work is completed in line with regulatory requirements and firm standards
What you'll need to succeed
ACA/ACCA qualified (or equivalent)
Experience managing your own portfolio within practice
Strong technical knowledge across accounts and tax compliance
Excellent communication and client relationship skills
Confident in reviewing work and supporting junior colleagues
Commercially aware, organised and able to manage deadlines effectively
What you'll get in return
Competitive salary and benefits package
Clear progression opportunities within a growing firm
Flexible, supportive working environment and hybrid working
Ongoing professional development and training
The chance to make a real impact within a respected, independent practice
What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. #