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.