Portfolio Manager

Portfolio ManagerLocation: Essex - Hadleigh (office-based)

Recruiting on behalf of a respected accountancy practice

Overview

A well-regarded, relationship-driven accountancy firm is seeking a newly or recently qualified accountant (ICAEW / ACCA / ICAS) to take ownership of a mixed client portfolio and lead two Associate Accountants. The firm offers a supportive, people-focused culture with clear progression and strong leadership visibility.

Key Responsibilities

• Manage and develop a client portfolio (c. £300k GRF at capacity).
• Act as primary client contact, delivering a high-quality, relationship-led service.
• Lead client meetings, including onboarding for new clients.
• Review work across accounts, tax, management accounts, VAT (complex) and KPI reporting.
• Ensure deadlines are met and fees remain commercial.
• Lead, support, and develop two Associate Accountants.
• Maintain accurate databases, uphold compliance, and promote continuous improvement.

Candidate Profile

• Newly or recently qualified accountant (ICAEW/ACCA/ICAS).
• Strong communicator with excellent client-handling skills.
• Detail-focused, organised, and commercially aware.
• Technically confident across accounting and tax.
• Positive, proactive, and improvement-minded.
• Enjoys a structured, office-based, collaborative environment.

Working Environment

• Fully office-based and highly supportive.
• Strong leadership visibility and clear expectations.
• Long-standing team with excellent retention.
• Early responsibility and non-equity progression opportunities.

This is a superb opportunity for someone who:

• Enjoys client relationships
• Wants early responsibility
• Values clarity, structure, and a supportive culture
• Is seeking a long-term professional home within a stable and growing firm

Call to Action

If you're looking for a long-term, relationship-focused role with real responsibility, apply directly today or contact Ben Bennett at Reed for a confidential conversation.