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
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Senior Accountant in Smethwick employer: Bennett & Game Recruitment Ltd
Join a leading engineering manufacturer in Haywards Heath, where your role as a Business Development Manager will be supported by a dynamic work culture that values innovation and collaboration. With competitive salaries, performance-related bonuses, and the flexibility of hybrid working, this company prioritises employee growth and well-being, making it an ideal place for those seeking a rewarding career in the manufacturing sector.
Contact Details:
Bennett & Game Recruitment Ltd Recruitment Team
