Xeinadin
Portfolio Manager
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Vacancy Name: Portfolio Manager
Vacancy No: VN2463
Employment Type: Permanent
Duration: Permanent
Location: City Carmarthen, 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 3000 colleagues operate collaboratively, combining collective expertise to maximise potential.
Description
The Client Portfolio Manager is responsible for the production of high standards of departmental work. This means completing their own workload, allocating and reviewing the work of team members, and being a strong role model for the vision, mission, and values of the organisation. The role requires a quality-focused individual who is organised and deadline-driven.
Key Responsibilities
- Prepare quality Accounts for review by Partner (Corporate and larger unincorporated)
- Prepare company tax returns for your portfolio
- Prepare personal / partnership tax returns for your portfolio
- Supervise ad hoc work for clients
- Maintain the highest standards of technical performance
- Develop the value-added culture and actively promote new areas of work reporting to Senior Management Team (Including Management Accounts and Business Plans)
- Develop and train staff under your control, formalised at annual appraisals, reviewing their work
- Improve turnover of jobs in the department
- Achieve your personal output target
- Take control of regular Management reporting to clients
- Prepare management letters for clients under your control
- Develop Sage, QuickBooks, and Xero knowledge and develop Business Services with Senior Management Team
- Liaise with clients on matters relating to their financial affairs
- Increase turnover of practice
- Prepare budgets, agree fees, take responsibility for work in progress/debtors, and losses on work under your control
- Attend client meetings and liaise with clients at all levels
- Prepare Personal Tax Returns for a portfolio of clients
- Report to SMT on a regular basis
- Manage your team positively
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Key Requirements
- ACA / ACCA Qualified. Farming accounts knowledge would be desirable but not essential.
Additional Requirements
- Manage a portfolio of clients and advise on all aspects of their business to help them grow, reduce tax, and plan for the future
- Hold client meetings to review performance and set targets
- Review work for Juniors and assist with their training and development
- Build strong relationships with professional contacts
- Manage all aspects of client relationship including quoting, agreeing services, invoicing, payment method, and annual engagement renewal
- Report to the Directors on portfolio performance and internal targets set
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Model
Hybrid
Salary
Competitive
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
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