Portfolio Manager

£45,000 - £65,000 DOE

Clark Wood are working with a forward-thinking accountancy practice in Weybridge, known for its supportive culture, flexible working, and opportunities for career progression.

As a Portfolio Manager, you’ll take the lead in managing a varied client portfolio, providing advisory support across statutory and outsourced accounts as well as tax, and contributing to the development of the team. You’ll have the opportunity to work closely with clients to help them achieve their business goals, while also implementing efficiencies and improvements within the practice.

The ideal candidate will be ACA/ACCA qualified with strong experience in accounts and tax, highly organised, and committed to providing excellent client support. Proficiency with Xero, QuickBooks, and other practice software is essential, along with a willingness to adopt new tools and technologies.

This role offers hybrid working (3 days in office), flexible hours, a competitive salary, and excellent benefits including a generous holiday allowance, pension contributions, and access to exclusive health benefits. You’ll join a sociable and ambitious team with clear progression pathways and exposure to a broad client base.

This is an excellent opportunity to take ownership of a portfolio in a growing practice and advance your career with a varied and challenging role.

For more information, please contact Eleanor Snow at Clark Wood on 07375 801311 or email eleanor@clark-wood.co.uk

We also offer a £500 referral bonus for any successful introductions.

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