Company Description
Xeinadin Group 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.
Description
The role of Portfolio Manager is to build relationships with clients and to have direct responsibility of client portfolios. They are responsible for the delivery of a strong accountancy service to clients.
Key Responsibilities
1. Complete and review accounts prepared by team members, including all required disclosures.
2. Working with the Manager and team members as a client-focused team.
3. Developing, maintaining and managing all aspects of client relationships, including quoting, agreeing services, invoicing and annual engagement renewal.
4. Managing a portfolio of clients and advising on all aspects of their business to help them grow, reduce tax and plan for the future.
5. Manage the flow and progress of work.
6. Utilising your expertise in accounting software such as Xero to streamline processes and enhance client experiences.
Key Requirements
* 4 years practice experience preferred, but will consider relevant industry experience.
* AAT/ATT L4, CIMA qualified or ACA/ACCA qualified (will consider part qualified).
Additional Requirements
* Experience in managing and/or mentoring junior members of a practice team to achieve results.
* Confident in front of clients and others more senior than you and not afraid to challenge where necessary.
* A formal professional manner, able to reflect on difficult situations in order to resolve problems.
* Able to juggle a number of jobs, whilst demonstrating excellent time management skills to ensure all deadlines and expectations are met.
Model
Hybrid
Salary
Competitive
Benefits
* Pension: Employer contribution of 3% going up to 3.5 % from January 2024 with an employee contribution of 5%.
* 25 days of annual leave + bank holidays.
* Additional annual leave days from certain levels of seniority as of January 2024.
* Ability to buy up to 5 days of annual leave to reach a maximum of 30 days per annum from January 2024.
* Business closure over Christmas*.
* Life Assurance x4 annual salary from January 2024.
* Additional insurances for senior levels from January 2024.
* Enhanced family leave policies.
* Enhanced Company Sick Pay.
* Employee Assistance Programme – 24/7 support, free and confidential.
* Corporate Discounts Platform.
* From January 2024 - Flexible Benefits platform with ability to opt-in to various insurances (self-funded at corporate rates) such as: PMI single or family, Critical Illness Cover, Cash plan, Cycle to work, Eye care, Dental, Salary Sacrifice.
*subject to exceptions and business needs.
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