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)
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 enjo...
Senior Accountant in Smethwick employer: Bennett And Game Recruitment
Join a well-established engineering business in Sheffield that values innovation and collaboration, making it an excellent employer for Mechanical Design Engineers. With a strong focus on employee growth, you will have access to ongoing training and development opportunities, while enjoying a supportive work culture that encourages teamwork and creativity. The company's commitment to quality and client satisfaction ensures that your contributions will be meaningful and impactful.
Contact Details:
Bennett And Game Recruitment Recruitment Team
