Senior Accountant

Portfolio Manager / Senior AccountantLocation: Bearwood / West BirminghamSalary: Competitive, aligned with experiencePosition Type: Full-time, PermanentWorking Pattern: Office-based with flexible core hours (08:00 - 18:30 window)

Client Profile

Our client is an established, highly reputable general accountancy practice with a turnover approaching £3m and a strategic growth plan to reach £5m-£8m within the next four to five years.Led by a Director group with extensive Big Four and Top 10, the practice delivers top-tier expertise to small and medium-sized owner-managed businesses. With around 35 staff in the UK-supported by dedicated payroll, bookkeeping, and technical departments-the firm combines high-calibre technical capability with a friendly, supportive workplace culture that actively promotes work‑life balance

Role Overview

Due to continued growth and portfolio expansion, a position has opened to work directly alongside a Senior Director.The successful candidate will take full operational ownership of a substantial, varied client portfolio. You will handle accounts preparation and day-to-day client communications, managing relationships so accounts are ready for final Director review

Key Responsibilities

• Portfolio Management: Lead the day-to-day workflow for a designated portfolio of small to medium owner-managed businesses.
• Client Relationship Management: Serve as the primary client contact-handling day-to-day queries, leading meetings, and building long-term working relationships.
• Accounts & Tax Preparation: Prepare complex year-end statutory accounts, management accounts, and tax returns prior to Director sign-off.
• Team Support: Act as an approachable senior figure in the office, offering informal advice and guidance to trainees and junior staff.

Candidate Profile

• Background: Extensive general practice experience within an accountancy firm (typically 10+ years of hands-on practice experience).
• Technical Proficiency: High level of competence in statutory accounts preparation and tax compliance for owner-managed businesses.
• Interpersonal Skills: Confident, personable, and clear communicator who excels in a client-facing role.
• Culture Fit: A collaborative professional who enjoys an in-office environment, working alongside a supportive team.

Working Pattern & Environment

• Office-Based Role: Located in Bearwood to foster collaboration, informal mentoring, and team cohesion.
• Flexible Core Hours: The office is open between 08:00 and 18:30, allowing employees to adapt their start and finish times (e.g. 08:00-16:30 or 10:00-18:30).
• Genuine Work-Life Balance: Strict policy against weekend or late-night working culture.
• Agile Support: Floating laptops provided for occasional home working when personal commitments or appointments arise.

Benefits Package

• Competitive Base Salary
• Workplace Pension Scheme
• Life Assurance / Death in Service: 3.5× annual salary
• Annual Leave: 28 days statutory holiday + extra day for every 5 years of service (up to 3 days carry-over allowed)
• Salary Sacrifice Schemes: Electric/Company Car options and Cycle to Work scheme available
• Professional Development: Structured annual appraisals and regular one-to-one reviews