Portfolio Manager

Portfolio Manager | 2-Director Firm | Bury St. Edmunds, Suffolk

Are you an ambitious and tech-savvy accountancy professional looking to step into a progressive, advisory-led role where you can champion cloud innovation and build deep-rooted client relationships?

About the Firm

This innovative, technology-led 2-Director Firm based in Bury St Edmunds is currently undergoing a period of rapid growth. As a forward-thinking practice at the forefront of the changing accountancy landscape, they prioritize high-level advisory relationships and modern cloud workflows over traditional compliance processing.

Responsibilities As a Portfolio Manager you will:

Manage the end-to-end accounts process for a diverse portfolio of clients, ensuring high-quality FRS 102 and 105 compliance.
Act as a commercial advisor by providing bespoke management accounts and ad hoc reporting to help clients drive business growth.
Lead annual pre and post-review meetings, building deep-rooted, transparent relationships with business owners.
Support the Managing Director with strategic projects while utilizing Xero and FreeAgent to innovate internal workflows.
Collaborate directly with firm leadership in a supportive, tech-first team environment.

What You’ll Receive

Hybrid and flexible working arrangements to support a modern work-life balance.
The opportunity to work in a tech-first environment with a focus on advisory over compliance.
Supportive team culture with direct access to firm leadership and continuous professional development.

At Austin Rose, we specialise in Public Practice recruitment and use our market insight to support professionals in securing roles aligned with their long-term ambitions.

Apply Now Shortlist Back to Results