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- Tasks: Manage client portfolios for fast-growing tech startups and deliver top-notch accounting services.
- Company: Join Xeinadin, a forward-thinking accountancy practice reshaping the future of business advice.
- Benefits: Enjoy competitive salary, generous leave, pension scheme, and flexible benefits.
- Why this job: Be a key player in supporting innovative startups while growing your career in a dynamic environment.
- Qualifications: Experience in accounting, strong communication skills, and a passion for tech startups.
- Other info: Hybrid working model with excellent career growth opportunities and a supportive team culture.
The predicted salary is between 60000 - 80000 £ per year.
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.
The Outsourcing Manager is responsible for building strong client relationships and overseeing the delivery of high-quality outsourced accounting and finance services. The role holds direct responsibility for a portfolio of clients and ensures that all work delivered meets the firm’s standards for quality, compliance, and client service. The Outsourcing Manager plays a key leadership role in driving an organisational culture where people are strongly connected to Xeinadin’s vision, mission and values. The role requires an influential leader who can build strong relationships with both internal and external stakeholders and consistently deliver outstanding results for clients and the business.
Key Responsibilities- Review team files to ensure all standards, quality and compliance requirements are met and issues identified.
- Provide industry leading insights, solutions and advice to build the firm’s reputation and client base.
- Manage and grow own portfolio of clients.
- Ensure that all discussions, deadlines, and actions for client are delivered.
- Drive efficiency and profitability in standards and service using best practice through technology.
- Provide day to day support for all clients.
- Create and maintain strong and long lasting relationships with clients, Directors and staff.
- Contribute to strategic and business planning to deliver an increase in revenue and profits.
- Contribute to a high performing culture where people live the vision, mission and values and take action to improve if not.
- Hold responsibility for client relationships up to £180k of revenue to ensure the best possible value, advice and quality and compliance for clients.
- Ensure client work complies with all legal and ethical standards and statutory regulations.
- Provide leadership and direction to the team to help motivate and inspire people to higher performance.
- Set performance measures, review performance and take effective action to improve when off track.
- Be a strong role model for the organisations values and standards to develop a high performance culture.
- Develop and maintain the highest standards of technical knowledge and expertise for self and others.
- Develop the team ensuring the voice of the team is heard.
- Complete own portfolio of client work to provide industry leading insights and advice.
- Managing a client portfolio for a diverse range of fast-growing tech startups providing an excellent, proactive service.
- Prepares and reviews statutory annual accounts for filing and returns to company house.
- Prepares monthly management accounts and provides Fractional CFO support to clients.
- VAT, PAYE, Corporation Tax management for clients ensuring delivery is excellent for clients.
- Support the sales pipeline commercially to ensure that new opportunities are added within their hub’s portfolio.
- Chair team meetings and manage junior staff members.
- Manages client allocation across the team for newly onboarded clients.
- Supports the onboarding of new clients.
- Be the go-to point of contact for manager level client and internal queries, issues, and bottlenecks together with the monitoring of team deliverables to ensure that we meet our internal SLAs.
- Strong Xero and technical accounting skills is essential.
- Strong communication skills and the capability to work well in fast-paced entrepreneurial environments essential.
- Understanding of revenue recognition for SaaS clients, and understanding VAT for online marketplaces is a plus.
- Experience in working with tech start-ups and venture-backed businesses is a plus.
- ACCA/ACA.
- Commercial, detailed, analytical, driven, ethical, engaging, honest, decisive, professional, confident, organised, strategic.
- 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.
Tech start-up Portfolio Manager-Accountancy Practice employer: Xeinadin Group
Contact Detail:
Xeinadin Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Tech start-up Portfolio Manager-Accountancy Practice
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, and don’t be shy to reach out on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their mission and values, especially since Xeinadin is all about building strong relationships. Tailor your answers to show how you align with their vision.
✨Tip Number 3
Practice makes perfect! Do mock interviews with friends or use online resources. Focus on articulating your experience with tech start-ups and your ability to manage client portfolios effectively.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in being part of the team at Xeinadin. Don’t miss out on this opportunity!
We think you need these skills to ace Tech start-up Portfolio Manager-Accountancy Practice
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Portfolio Manager role. Highlight your experience with tech start-ups and any relevant accounting skills. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter should tell us why you're the perfect fit for this role. Share your passion for accountancy and how you can contribute to our mission at Xeinadin. Keep it engaging and personal!
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Use specific examples of how you've driven results in previous roles, especially in managing client portfolios or improving processes.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates!
How to prepare for a job interview at Xeinadin Group
✨Know Your Numbers
As a Portfolio Manager in accountancy, it's crucial to be well-versed in financial metrics. Brush up on key performance indicators relevant to tech start-ups, such as revenue recognition and cash flow management. Being able to discuss these confidently will show your expertise and understanding of the industry.
✨Showcase Your Relationship Skills
This role is all about building strong client relationships. Prepare examples of how you've successfully managed client portfolios in the past. Highlight your communication skills and any strategies you've used to maintain long-lasting partnerships, especially in fast-paced environments.
✨Demonstrate Leadership Qualities
The Outsourcing Manager needs to inspire and motivate their team. Think of instances where you've led a team or project, and be ready to discuss how you set performance measures and improved team dynamics. This will illustrate your capability to drive a high-performance culture.
✨Be Tech-Savvy
Familiarity with accounting software like Xero is essential. Make sure you can discuss your technical skills and any experience you have with technology in accounting. If you have insights into how tech can improve efficiency and profitability, share those ideas during the interview.