Vacancy Name
Client Manager/Senior Manager
Employment Type
Permanent
Location Country
United Kingdom
Company Description
Xeinadin was established in 2019 when a number of leading 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's our people who drive our business forward, and we offer them future-focused career opportunities whilst supporting individual specialisms. Our regional offices of over 3500 colleagues operate collaboratively, combining collective expertise to maximise potential.
Description
The successful candidate will join the Management Team as Senior Manager and take responsibility for managing a portfolio of well established clients, leading and developing the accounts team, and supporting the ongoing development and modernisation of the practice. This is a key strategic appointment within the office, offering the opportunity to play an integral role in the future growth of the business along with long-term progression potential.
Key Responsibilities
Provide excellent service, support and business advice in a proactive manner for a well-established portfolio of limited company clients
Build strong client relationships and identify new advisory opportunities.
Support Portfolio Managers with more technically complex client accounting matters and help excel the team through training and leadership
Take a lead role in managing client assignments for your the portfolio from the planning stage all the way through to delivery to client; including statutory and management accounts, corporation tax, personal tax and VAT computations and returns
Analyse financial information to provide specialised tailored advisory services to clients
Oversee compliance delivery and monitor deadlines for all your client portfolio jobs, including accounts, VAT, tax returns, CS01's etc
Manage, lead, develop and monitor performance of a team of senior and junior members to ensure standards, compliance and service are maintained
Provide advice to clients regarding tax planning including remuneration strategy, pension contributions, capital assets etc
Liaise with credit control department to ensure services are provided, billed and our credit control policy is adhered to
Liaise with personal tax manager on self assessment preparation for your portfolio of clients as well as with the wider tax specialist team on specific client tax matters
Support implementation of new technologies and working practices
Lead on project management such as process improvements and standardisation across the practice
Involvement with business development initiatives
Support onboarding of new clients and identify growth opportunities within the practice
Attend and conduct client meetings when required
Set and maintain the highest standard of quality to all clients
Set an example for the team as a natural leader
Key Requirements
Minimum ACCA/ACA qualified with experience within a general practice
Strong all-round technical knowledge across accounts preparation and taxation
Good understanding of personal tax
Strong technical knowledge of FRS 102 reporting standards
Strong organisational and leadership capability; managing staff and reviewing work
Excellent communication and client relationship management skills
A proactive and commercially minded approach
Proven experience of managing own portfolio of clients
Experience of using cloud accounting software (Xero essential) and knowledge of accounting support software (examples: Dext, CCH etc)
Can do attitude with exceptional communication and organisational skills
A compassionate leader, able to inspire and motivate junior members of the team and enthusiastic about developing and mentoring
Passion for speaking to clients and to provide excellent customer service
Additional Requirements
N/A
Benefits
Company Pension Scheme
25 days of annual leave + bank holidays
Additional annual leave days from certain levels of seniority
Ability to buy up to 5 days of annual leave to reach a maximum of 30 days per annum
Business closure over Christmas*
Life Assurance x4 annual salary
Enhanced family leave policies
Enhanced Company Sick Pay
Employee Assistance Programme – 24/7 support, free and confidential
Corporate Discounts Platform
Flexible Benefits platform with ability to opt-in to various insurances (level of seniority dependent & self-funded at corporate rates) such as:
Critical Illness Cover
Cash plan
Cycle to work
Eye care
Dental
subject to exceptions and business needs