Client Portfolio Manager / Accounts Production in Cirencester

We are a team of 10 providing accountancy and bookkeeping services, and our WHY? is putting the customer first, a trusted business partner using modern technology with clear expertise, systems and offering. We work with the best team and the best software being a 100% Xero and Dext accountancy practice.

Our customers are Self Employed, Micro Businesses or SMEs with turnovers ranging from a few thousand to a few million. We aim high, our TNC recipes and quality checks delivered by a whole team in unison wanting our accounts and tax returns to be proactive & excellent while delivering the best personal customer experience too. We go out of our way to make each and every customer feel special at every touch point.

Where you are likely to be at the moment:

• Working in an accountancy firm but feeling unsupported, under pressure, taken for granted and overworked.
• Working in industry but feel the job is always the same and looking for more variety.
• Working for an employer that is not flexible or forward thinking.
• Working as part of a team but seem to be carrying them.

What you will be doing:

• Delivering excellence - overall responsibility for your portfolio of clients ensuring every aspect of their bookkeeping, accounting and compliance is delivered to the TNC practice standards.
• Keeping customers happy - Looking after your allocated clients as the senior point of contact with regular calls, meetings, contact points and dealing with all accounts & tax related client questions.
• Giving good pro-active advice - Pre and post year end meetings with clients to guide clients in profit extraction in line with customer requirements.
• Problem solving – connecting with the client activities, solving client frustrations, bottlenecks by selecting apps and other systems to Xero.
• Supporting your team – share your knowledge with your team and nurture them, oversee clear rules and good quality bookkeeping.
• KPI Results driven – ensure management accounts are issued, annual accounts and corporation tax are delivered according to the TNC global schedule.

What we are looking for:

• Likely to be chartered or part qualified and aiming for completion.
• Likely to have had hands on experience in running your own company or had industry placement experience.
• Likely to have experience producing accounts and corporation tax for submission.
• Have a great client facing personality, nothing is too much trouble.
• MUST be Xero Certified and used to connecting banks, payments, importing and integrations with the Xero ecosystem.
• Hardworking & reliable for your team.

What we are offering:

• Flexibility to choose what your working week looks like.
• Be part of our profit-sharing team – if we hit or beat our profit budget in the year a significant bonus is shared with the whole team.
• 28 days paid holiday (FTE), 5 days carry policy and unlimited holiday if you need a bit of extra time off.
• £30,000-£37,500 depending on experience and responsibility.

Agencies – we absolutely love what you do but no agencies on this one please.