Portfolio Manager

Portfolio Manager – Accounting & Advisory

Location: Tralee

Full-time, permanent | Office-based initially

The Company

A well-established accountancy and advisory practice is seeking a qualified Portfolio Manager to join its team. The role involves managing a diverse client portfolio, delivering accounting, compliance, and advisory services, and maintaining strong client relationships. This is a key position within a fast-paced environment, with responsibility for overseeing financial reporting and supporting the development of junior team members.

Responsibilities

• Manage a portfolio of SME clients and regulated entities, acting as the main point of contact
• Build and maintain strong client relationships, providing proactive financial and business advice
• Review and prepare financial statements, management accounts, and tax returns
• Ensure all work is completed in line with relevant accounting standards and regulatory requirements
• Monitor deadlines and ensure timely delivery of client assignments
• Liaise with internal departments, including audit, as required
• Supervise and mentor junior staff, reviewing work and providing technical guidance
• Manage workflow within the team to meet deadlines and support overall efficiency
• Identify opportunities to provide additional advisory services and support practice growth
• Assist with client onboarding and proposal preparation

Requirements

• Professionally qualified accountant (ACA, ACCA, or equivalent)
• Minimum 5+ years’ experience within an accountancy practice
• Proven experience managing a portfolio of SME clients
• Strong technical knowledge of accounting standards and tax compliance
• Experience with regulated entities or financial services clients is an advantage
• Excellent communication, organisational, and relationship management skills
• Ability to work in a fast-paced environment and lead a team effectively

The Offer

• 60-70K DOE
• Opportunity to manage a diverse and high-quality client portfolio
• Career progression within a growing practice
• Collaborative and professional working environment