Practice Accountant (Portfolio Manager)

Salary: Up to £42,000 per year plus bonus scheme

Location: Leek, Stoke-On-Trent (Staffordshire)

Term: Full Time/ Permanent (Flexible working will be discussed)

Rota: Monday – Friday | 9am – 5pm

Full UK Right to Work required (No Sponsorship)

Innov8 Agency Ltd are proud to be recruiting for our established Chartered Accountant Client with multiple practice branches in Leek, Stoke-on-Trent, Cheshire, and Macclesfield among several others.

They are seeking an experienced, qualified Practice Accountant (Portfolio Manager) to join their very busy team based in Leek on a full time basis.

Reporting to the Associate Director, the successful candidate will be responsible for managing a portfolio of clients and will be at the forefront of developing their accountancy service offering.

This role would suit a candidate who is looking for a hands-on, client facing role with a dynamic and growing accountancy practice.

Purpose of the role:

The main purpose of the role is to provide professional financial advice and exceptional service to our clients. You will also have significant involvement in assigning and reviewing draft accounts prepared by the trainee accountants within the team.

Duties & Responsibilities

As a Practice Accountant (Portfolio Manager) you will carry out the following duties:

  • Servicing a portfolio of clients
  • Tracking job progress and billing targets.
  • Monitoring deadlines.
  • Preparation of accounts for sole traders, partnerships and limited companies.
  • Preparation of self-assessment tax returns.
  • Building a positive working relationship with clients and the practice.
  • Ensure compliance with all financial regulations.
  • Use of computer software including IRIS, Sage, Xero and Quickbooks.
  • Ensuring work is completed to a high standard and on time.
  • Dealing with any client queries in a timely and efficient manner.
  • Assisting colleagues and trainees within the team with development and technical advice.
  • Undertake such other duties that are required commensurate with the role.

Essential Criteria

  • Fully qualified accountant (ACA/ACCA) with 3 years post qualified experience in a practice environment
  • Exceptional interpersonal skills and able to successfully communicate with people at all levels, both financial and non-financial
  • Excellent reporting skills
  • Confidently able to offer recommendations and advice to our clients.
  • Highly competent with outstanding commercial acumen and a solid grasp of business aims and objectives
  • Demonstrable experience and a proven track record in a similar role
  • Previous experience of working with clients in the agricultural sector preferred
  •  A full UK driving licence is essential.

Benefits include:

We offer an excellent benefits package including:

  • Competitive salary & bonus scheme
  • 36 days paid holiday – inclusive of Bank Holidays and the Christmas Closure
  • Pension scheme – 4% employer contribution
  • Option to buy/sell holidays
  • Flexible working.
  • Employee assistance programme (which includes; Life support, Legal information, Bereavement support, Medical Information, CBT & Managerial Support..
  • Life Assurance cover.
  • Modern & friendly working environment.
  • Team building and work events.

To apply please email your CV to

Apply Now

Tel: 07939842850 or Tel: 01782890928 (Office hours)

If you want to work for an established and growing and rewarding organisation with people, and award winning customer services at its core; then we would like to hear from you.

To apply for this job email your details to