Portfolio Manager Leading Independent Accountancy Firm Lancashire Your new company 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. 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. Overseeing year-end accounts, management accounts and tax compliance work Providing high-quality advisory support, identifying opportunities to add value Building strong client relationships and supporting business development activity Ensuring all work is completed in line with regulatory requirements and firm standards ACA/ACCA qualified (or equivalent) Strong technical knowledge across accounts and tax compliance Confident in reviewing work and supporting junior colleagues Competitive salary and benefits package Clear progression opportunities within a growing firm Flexible, supportive working environment and hybrid working Ongoing professional development and training
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