Portfolio Manager
CV-LibraryCheltenhampermanentPosted: 17 March 2026
Apply NowPortfolio Manager - Cheltenham
Permanent
A Cheltenham based accountancy practice is expanding its specialist legal division and is looking to appoint an experienced Portfolio Manager.
Supporting a client base of law firms and individual practitioners across the UK. The new Portfolio Manager will be part of an important strategic area for the business and the individual will have the responsibility for delivering an exceptional service to a growing portfolio of law firms, and contribute to the firm’s continued growth in this niche market.
What You’ll Be Doing
Taking full responsibility for a portfolio of legal sector clients
Overseeing statutory accounts, financial reporting and management information
Providing commercial insight and strategic advice to support client decision-making
Delivering specialist assignments such as business restructuring, practice valuations, mergers and succession planning
Coordinating with in-house tax specialists on compliance and advisory matters
Leading, mentoring and developing a team of part-qualified and qualified staff
Ensuring deadlines, quality standards and regulatory requirements are consistently met
About You
ACA or ACCA qualified (or equivalent)
Strong working knowledge of UK GAAP, FRS and Companies Act requirements
Confident managing client relationships and leading teams
Apply now or get in touch to explore this exciting opportunity.
If this sounds like the right opportunity for you, click Apply to upload your CV for consideration.
Alternatively, contact Valentina Williams on (phone number removed) or (url removed) for a confidential discussion.
If this role isn’t quite right for you but you’re exploring new opportunities in Accountancy & Finance, we’d love to have a chat about your next step.
#ASRAF
Permanent
A Cheltenham based accountancy practice is expanding its specialist legal division and is looking to appoint an experienced Portfolio Manager.
Supporting a client base of law firms and individual practitioners across the UK. The new Portfolio Manager will be part of an important strategic area for the business and the individual will have the responsibility for delivering an exceptional service to a growing portfolio of law firms, and contribute to the firm’s continued growth in this niche market.
What You’ll Be Doing
Taking full responsibility for a portfolio of legal sector clients
Overseeing statutory accounts, financial reporting and management information
Providing commercial insight and strategic advice to support client decision-making
Delivering specialist assignments such as business restructuring, practice valuations, mergers and succession planning
Coordinating with in-house tax specialists on compliance and advisory matters
Leading, mentoring and developing a team of part-qualified and qualified staff
Ensuring deadlines, quality standards and regulatory requirements are consistently met
About You
ACA or ACCA qualified (or equivalent)
Strong working knowledge of UK GAAP, FRS and Companies Act requirements
Confident managing client relationships and leading teams
Apply now or get in touch to explore this exciting opportunity.
If this sounds like the right opportunity for you, click Apply to upload your CV for consideration.
Alternatively, contact Valentina Williams on (phone number removed) or (url removed) for a confidential discussion.
If this role isn’t quite right for you but you’re exploring new opportunities in Accountancy & Finance, we’d love to have a chat about your next step.
#ASRAF