
Portfolio Manager
4 weeks ago
Location: Lahore, Pakistan
Type: Full-Time
Working Hours: (UK Time)
Salary Range: 100,000PKR - 150,000PKR (based on experience and qualifications)
Company OverviewWe are a dynamic, growing, and client-focused accountancy practice dedicated to providing tailored financial advice and hands-on support to a diverse portfolio of small to mid-sized businesses. Our clients span industries including professional services, retail, and technology. Known for our personalized approach and long-term client partnerships, we deliver reliable, practical, and innovative financial solutions.
Role OverviewWe're seeking a proactive and experienced Account Senior / Portfolio Assistant to become a key member of our collaborative team. This role is ideal for an ACCA-qualified professional eager to manage client relationships, deliver high-quality accounting and advisory services, and contribute to our client-first culture in a fast-paced practice environment. ACCA qualification is mandatory for this position.
Key Responsibilities- Manage day-to-day accounting tasks for a portfolio of SME and sole trader clients.
- Prepare statutory accounts, management accounts, VAT returns, and corporation tax computations.
- Liaise directly with clients, providing clear, practical, and professional advice on accounting and tax matters.
- Oversee client onboarding processes, including setup, risk assessment, and documentation completion.
- Review the work of junior team members, offering constructive feedback, guidance, and mentoring.
- Assist the Client Portfolio Manager with workflow management, planning, and client service improvements.
- Ensure compliance with all relevant regulations, accounting standards, and internal quality controls.
- Contribute actively to internal process improvements and client service innovations.
- ACCA qualified, with 2–4 years of experience in a UK accountancy practice.
- Strong knowledge of UK accounting standards (FRS 102/105) and corporate tax regulations.
- Practical working knowledge of cloud accounting platforms (Xero, QuickBooks, etc.).
- Excellent client-facing and communication skills, with a problem-solving mindset.
- Strong organizational skills and the ability to manage multiple deadlines and priorities.
- A collaborative, team-oriented attitude and adaptability within a smaller practice setting.
- Experience preparing personal tax returns and handling self-assessments.
- Familiarity with professional services sector clients (legal, consulting, medical).
- Knowledge of workflow management systems like Accountancy Manager or Santa.
- Be part of a supportive, flexible, and modern work environment.
- Work closely with experienced partners and senior management.
- Benefit from genuine career progression opportunities.
- Make a visible, positive impact in the lives of our clients.
- Gain exposure to a diverse range of industries and business challenges.
- Join a progressive practice embracing cloud technology and client service innovation.
If you're a passionate, client-focused accounting professional ready to take the next step in your career, we'd love to hear from you. Send your CV to ayesha@recurizzy.com.
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