Year-End Portfolio Manager

Year-end Portfolio Manager

A qualified role, responsible for completing the work and managing the relationships of clients that require annual services.

Portfolio Manager – Year-End

£41,000–£52,000 | Hybrid (1 day in office)

At striveX, we deliver trusted accounting and tax solutions to ambitious, values-led business owners.

We’re hiring a Portfolio Manager for our Year End function.

This role is ideal for someone who loves client contact, is independent and does not want to manage a team of people.

You will report directly to the Senior Manager, but have autonomy of your own workload.

Services provided by the team

• Company Accounts – FRS 105 and 102(1A)
• Company CT600
• Partnership Accounts
• Sole-trader accounts
• Self-Assessments
• Confirmation statements
• Profit extraction support

The opportunity

You will manage a portfolio of clients directly. Your work will be spot checked, but not reviewed on a regular basis. This is a role for someone who is competent and works independently.

You will be responsible for:

• Preparing and filing annual accounts and returns
• Ensuring the internal deadlines and tasks are met for your portfolio
• Improving systems and workflow optimisation
• Being a role model for the junior members of the team

This is a senior role for a person who enjoys autonomy.

What we are looking for

Essential:

• ACA / ACCA qualified
• 4+ years’ practice experience
• Proven experience working independently
• Ability to manage workflow, prioritisation and capacity

You will not be suitable if:

• Your work is currently reviewed by a manager
• You want to manage a team of individuals
• You are not confident liaising with clients
• You are not looking for a full time role
• You would be continuing another finance role alongside this position

We are looking for someone who can operate with autonomy.

Our client base

• Limited companies (£100k–£6m turnover)
• Founder-led, growth-focused businesses
• No audit, charity or agriculture
• Values-aligned clients

Working pattern

• Hybrid: 1 day per week in office
• Manchester (M3 2BY), Stokenchurch (HP14 3FE) or Bristol (TBC)
• Flexitime
• Must live within 60-minute commute
• Valid UK driving licence

Salary

£41,000–£52,000 depending on the size of your portfolio. Giving you the option to grow into your role.

Why this role is different

• Full autonomy over your own workload
• Annual workcation
• Continuous growth creating new opportunities

We invest in our team because we expect high standards in return.