Senior Accountant

Portfolio Manager / Senior Accountant

Location:

Bearwood / West Birmingham Salary:
Competitive, aligned with experience

Position Type:
Full-time, Permanent Working Pattern:
Office-based with flexible core hours (08:00 - 18:30 window)

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

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

• 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.

• 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.

• 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.

• 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