Xeinadin - Top 20 Accountancy Firm - UK & Ireland
Role: Client Manager
Location: Stonehouse, United Kingdom
Who Are We?
Xeinadin was established in 2019 when more than 100 successful, independent, business advisory and accountancy practices across the UK and Ireland came together to re-imagine the future of accountancy.
Our collective mission to provide locally forged, trusted business advice to SMEs through forward-thinking, close-knit relationships remains pivotal to our growth. It is our people who help drive our business forward, and we offer them future-focused career opportunities whilst supporting the individual specialisms.
Our regional offices of over 1800 colleagues operate in collaboration across the Group, combining collective expertise to maximise our people’s potential. As part of one Xeinadin, our colleagues are able to draw on expertise and support from across our UK, Ireland and central teams, as well as benefitting from being a part of their local communities.
About the Role:
The role of Client Manager is to build relationships with clients and to have direct responsibility of client portfolios. They are responsible for the delivery of an outstanding service to clients. The role requires an influential leader who can build strong relationships with internal and external stakeholders and who can deliver for the business and for clients.
Key Responsibilities:
1. Managing a portfolio of clients, leading client meetings, and advising clients
2. Manage all aspects of client relationship including quoting, agreeing services, invoicing, payment method and annual engagement renewal
3. Assist in the production of Management and Annual Accounts, forecasts and performance reports
4. Build strong relationships with professional contacts, e.g. IFA's, solicitors and financial institutions to encourage referrals and access funding and support for clients
5. Mentor team, providing feedback, training, and support to ensure accurate, efficient, and profitable service
6. Report to the Directors on portfolio performance and internal targets set
Key Requirements:
1. ACCA or ACA qualified
2. 3+ years of experience working in a practice
Additional Requirements:
1. Demonstrates extensive knowledge and application of current UK accounting standards, tax legislation, technical issues and related matters, and updates team on new developments and standards.
2. Commercial, detailed, analytical, driven, ethical, engaging, honest, decisive, professional, confident, organised, strategic.
3. Good working knowledge of Excel and ability to learn and use bookkeeping packages such as Sage, Xero, QuickBooks etc.
What We Offer:
Joining our team comes with a range of benefits, including:
* A welcoming, inclusive work environment where your talents are truly valued.
* Hands-on training and development opportunities to expand your skills and advance your career.
* Exciting long-term prospects within our rapidly expanding firm and the wider Xeinadin Group.
Join Our Team:
Ready to take the next step in your career? Don't miss out – apply now and become a valued member of our team!
Job Types: Full-time, Permanent
Benefits:
* Company pension
* Cycle to work scheme
* Life insurance
* Referral programme
Schedule:
* Monday to Friday
Work Location: Hybrid remote in Stonehouse
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