Portfolio manager Work, Jobs in Clyst Honiton, Dev (with Salaries)

Senior Manager
Darnells Chartered Accountants —Newton Abbot
- Business development
- Organisational skills
- Computer skills
- Flexible schedule
- Referral programme
Senior Project Manager NEC4 ECC (Accredited)
AECOM —Exeter
- Full-time
- Hybrid work
- Engineering
- Project management
- Organisational skills
Team Leader
River Exe Healthcare —Exmouth
- Weekend availability
- Travel
- Mentoring
- Training & development
Quick apply
Private Client Tax Senior Manager (International Tax)
PKF Francis Clark —Exeter
- Hybrid work
- Mentoring
- Training & development
- Tax experience
Senior / Assistant Manager - Agriculture & Landed Estates Team
PKF Francis Clark —Exeter
- Hybrid work
Civils Project Manager- (Site-based)
Glanville Environmental —Exeter
- Full-time
- Civil engineering
- Management
- Microsoft Office
- Referral programme
Quick apply
Private Client Tax Manager (International Tax)
PKF Francis Clark —Exeter
- Hybrid work
- Mentoring
- Training & development
- Tax experience
10d
Maintenance Engineer - Gorst (Exeter)
ENGIE —Exeter
- Weekend availability
- Analysis skills
- Continuous improvement
- In-person
Principal Bridge Engineer - Exeter
WSP —Exeter
- Part-time
- Hybrid work
- In-person
- Flexitime
- Work from home
Private Client Tax Manager
PKF Francis Clark —Exeter
- Hybrid work
- Mentoring
- Training & development
- Tax experience
Associate Cost Manager (Infrastructure Consultancy)
AECOM —Exeter
- Full-time
- Hybrid work
- Engineering
- Business development
- Contracts
Senior Civil Engineer
AECOM —Exeter
- Full-time
- Hybrid work
- Civil engineering
- Engineering
- Business development
Training Officer
Integrated Pathology Partnership Limited —Taunton
- £50,000 - £55,000 a year
- Full-time
- Continuous improvement
- Mentoring
- Training & development
10d
NEC4 Project Manager - Highways & Infrastructure
WSP —Exeter
- Part-time
- Hybrid work
- Organisational skills
- Contracts
- Construction experience
- Flexitime
- Work from home
Insolvency Administrator or Senior Insolvency Administrator
Albert Goodman LLP —Taunton
- Hybrid work
- Customer service
- Employee assistance programme
Sales Consultant (PC) - Mercedes-Benz Exeter
City West Country Ltd —Exeter
- Up to £39,990.67 a year
- Weekend availability
- Customer service
- Employee assistance programme
- Employee discount
Quick apply
11d
Lead Planner - Regional Civils
Balfour Beatty —Exeter
- Hybrid work
- Civil engineering
- Continuous improvement
- Mentoring
- Annual leave
Corporate Tax Assistant Manager
Old Mill —Exeter
- Call to connect
- Hybrid work
- Mentoring
- Tax experience
- Annual leave
- Employee assistance programme
Quick apply
Tenancy Manager
The Property Centre —Taunton
- £24,800 a year
- Full-time
- In-person
- Negotiation
- Free parking
Quick apply
6d
Manager (Employment Tax)
PKF Francis Clark —Exeter
- Hybrid work
- Business development
- Mentoring
- Leadership

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Senior Manager

Darnells Chartered Accountants -
Newton Abbot

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Job details

Permanent

Benefits

Flexible schedule
Referral programme

Qualifications

Public accounting
Client engagement
ACA
Microsoft Office Suite
Xero
Business development
Organisational skills
Relationship management
Computer skills
Training & development
Account management
Accounting
Communication skills

Full job description

Date Posted: 1st August 2026

Senior Manager

Location: Newton Abbot, Devon
Contract: Permanent , 37.5 hours per week
Salary: Dependant on experience and qualifications
Closing Date: 30th September 2026

Job Description

We have an exciting opportunity for a Senior Manager to join us at our Newton Abbot office!

This role requires you to work closely with a Partner in delivering a first-class service to our clients and managing varied portfolios. You will be responsible for delivering excellent account management support across the department and business, building and continuing long standing relationships with clients ensuring that you become a trusted advisor and actively contribute towards the success of their businesses.
You will be working on a range of clients (sole traders, partnerships, and limited companies) to provide a high-quality tax, accountancy and VAT service with a high degree of accuracy.

This role has the potential to be a pathway to partnership in future.

Role & Responsibilities

Managing and reviewing clients’ files and portfolios
Ensure client files and portfolios are complete and ready for final sign off by a Partner within the set deadlines
Giving tax advice to clients, including but not limited to income, corporate and capital tax
Meet with clients as required with the Partner or on your own
Ensure all documentation is up to date and accurate before meetings and sent to the Partner in a timely manner
Undertaking ad-hoc specialist work
Monitor and resolve employee and client enquiries and concerns promptly and accurately
Assist with delegation of the day to day workflow (WIP) and distribution of work to the team.
Setting and reviewing budgets for work
Billing - Raising monthly invoices for clients or as required (including any special work or additional duties carried out)
Maintain accurate records and documentation associated with your work
Regularly reviewing client fees to ensure work is valued correctly and reporting to the Partner
Continuous development and training of the team
Reviewing team performance in line with company policy
Assist the team to make improvements and implement required changes
Continuous professional development to deepen own knowledge and understanding
Keep up to date with all compliance changes, regulations and law that may occur within the industry
Immediately report problems that may impact on the organisation or our clients to the Partners
Ability to cover for the Partner as and when required
Participate in business development activities
Daily accurate completion of timesheet

Required Experience

ACCA/ACA qualified, with at least 5 years post qualified experience

Desired Skills

Experience of working in practice advantageous, with experience of accounts preparation, business and corporate tax and ideally personal tax
Accounts preparation experience gained from within a fast-paced accountancy practice environment
Experience in acquisition and sales of businesses
Strong Computer and Spreadsheet Skills
Knowledge of accounting software such as Sage, Quickbook or Xero, as well as accounts production software such as CCH
Ability to show initiative and work within a team.
Ability to build strong client relationships
Excellent communication and interpersonal skills that enable you to build rapport with people at various levels
Strong organisational skills and the ability to manage own workload in a timely manner while all the time ensuring we exceed client expectations
Proficient with Microsoft Office
Management experience

Qualifications

ACCA/ACA qualified, with at least 5 years post qualified experience

Benefits

25 days holiday, plus bank holidays
1 extra holiday day for Christmas
Flexible hours scheme around core hours of 9.30 – 4.00
Medicash cash plan
Online discount shopping portal
Access to a 24 hour employee helpline
Up to 2 days working from home (40%)
Payment of 1 professional subscription per year
Fully funded training qualifications
Training bonuses for AAT, ACA and ACCA students
Parking permit salary sacrifice
Employee referral bonus of up to £1500
Dress down Friday
Wellbeing team

Company Culture:

We pride ourselves on fostering a supportive and inclusive work environment where every team member can thrive. Our culture emphasises continuous learning, professional development, and work-life balance. We encourage collaboration and innovation, ensuring that everyone feels valued and heard. Our team enjoys a friendly atmosphere with social events and a commitment to employee well-being.

How to Apply:

If you meet the above criteria and are looking for a new challenge, please click the button on the right.

We are an equal opportunity employer and welcome applications from all backgrounds. We believe in fostering a diverse and inclusive workplace where everyone can thrive.

Please note that we do not offer visa sponsorship for this role. Candidates must have existing and valid right to work in the UK to be considered.

Apply for this role

Complete our online application form to submit your CV and apply for this position.

Apply Now

Refine Your Search

portfolio manager jobs in clyst honiton, dev

Senior Manager

Senior Project Manager NEC4 ECC (Accredited)

Team Leader

Private Client Tax Senior Manager (International Tax)

Senior / Assistant Manager - Agriculture & Landed Estates Team

Civils Project Manager- (Site-based)

Private Client Tax Manager (International Tax)

Maintenance Engineer - Gorst (Exeter)

Principal Bridge Engineer - Exeter

Private Client Tax Manager

Associate Cost Manager (Infrastructure Consultancy)

Senior Civil Engineer

Training Officer

NEC4 Project Manager - Highways & Infrastructure

Insolvency Administrator or Senior Insolvency Administrator

Sales Consultant (PC) - Mercedes-Benz Exeter

Lead Planner - Regional Civils

Corporate Tax Assistant Manager

Tenancy Manager

Manager (Employment Tax)

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