JOB ROLE – PORTFOLIO LEAD
Location: Hybrid
Reports to: Director
Salary: £45k to £60k
Employment type: Full-time
ABOUT THE ROLE
Our Portfolio Leads are at the heart of what makes Practice tick as the go-to accounting agency in the creative industries. The role is a pivotal, client-facing position with responsibility for the delivery, performance and development of a portfolio of small-to-mid-sized creative businesses.
You will lead and develop a small team, act as primary point of contact for clients, and take ownership of service quality, operational performance and commercial health across your portfolio. This role is central to how our firm develops commercially while maintaining the highest-quality, relationship-led client experience for our clients.
Portfolio ownership & client leadership
Take ultimate responsibility for delivery of services to a small portfolio of clients.
Act as the key point of contact for clients, ensuring their needs are met professionally and accurately.
Maintain high client satisfaction while balancing growth, efficiency and quality.
Team leadership & development
Lead, coach and develop a team of typically 3 junior and mid-level staff.
Champion the firm’s house-style, values and standards across all client work.
Delivery, compliance & quality
Ensure client bookkeeping, VAT returns and statutory accounts are delivered by the team accurately and in line with our targets.
Support clients through the delivery of all contracted compliance work.
Conduct pre-year-end reviews to identify tax planning and efficiency opportunities.
Maintain consistent quality and presentation across all deliverables.
Minimum of 4 years' experience working in an accounting and finance role.
Preferably fully-qualified ACA, ACCA or equivalent accounting qualification.
Proven client-facing experience in an accountancy practice.
Strong working knowledge of VAT, bookkeeping standards and statutory accounts preparation.
Some experience leading or supervising a small team in a professional context.
Excellent organisational skills and the ability to manage multiple deadlines.
Clear communicator with strong attention to detail and commitment to quality.
Comfortable working collaboratively and enforcing consistent processes across teams and clients.
Experience with cloud accounting software (e.g., Xero, QuickBooks) and other financial systems.
We'd love to hear from you - if you'd like to apply, then please send a CV and cover letter explaining why you'd be great for the role to:
hello@wearepractice.com
EQUAL OPPORTUNITIES
At Practice, we exist for our team as much as we exist for our clients.
We recognise that to be good at what we do, it’s essential that we have a plurality of voices, backgrounds, and perspectives in our team.
We’re a small group but we come from a whole range of international and cultural backgrounds. Our strength lies in this diversity, and also in our empathy and support for each other.
Whatever your story, we’d love to hear from you.
