Accounts Portfolio Manager

3 weeks ago


Exeter, United Kingdom Sheridan Maine South Full time

“The only impossible journey is the one you never begin.”  Tim Robbins.Sheridan Maine is delighted to be supporting a successful and expanding accountancy practice based in Devon in their search for an Accounts Portfolio Manager. This senior role is perfect for someone who is technically strong, client-focused, and eager to contribute to the continued growth of a highly reputable firm.The RoleAs Accounts Portfolio Manager, you will take ownership of a diverse portfolio of clients, primarily SMEs, partnerships, and sole traders - acting as their trusted adviser and ensuring they receive high-quality accounting and advisory services. You will develop strong client relationships, lead a small team, and play a key role in delivering accurate, compliant, and timely outputs.Your key responsibilities as the Accounts Portfolio Manager: Manage your own portfolio of clients, serving as the primary point of contact and ensuring an excellent level of service.Oversee the preparation and review of accounts, financial statements, tax returns, and management reports, ensuring compliance with relevant standards.Provide practical financial and business advice tailored to client needs, supporting their growth and performance.Lead, support, and mentor junior team members, reviewing their work and encouraging their development.Maintain strong quality and compl...



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