At a Glance
- Tasks: Manage a portfolio of clients, providing top-notch service and business advice.
- Company: Join Xeinadin, a forward-thinking accountancy firm with a collaborative culture.
- Benefits: Enjoy competitive salary, generous leave, and a supportive work environment.
- Other info: Dynamic role with opportunities for professional growth and development.
- Why this job: Make a real impact by leading a team and advising clients on their financial journeys.
- Qualifications: ACCA/ACA qualified with experience in managing client portfolios and teams.
The predicted salary is between 50000 - 60000 € 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. Its 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.
Our Bolton office are looking for an exceptional portfolio manager to join our accounting team and hit the ground running with their own direct supportive team, consisting of an accountant and bookkeeper, providing an exemplary service to their own portfolio of limited company clients.
Key Responsibilities- Provide excellent service, support and business advice in a proactive manner for a portfolio of limited company clients.
- Manage and review the preparation of statutory and management accounts from planning to completion ensuring they are prepared in a timely manner and that they meet HMRC and Companies House standards and deadlines.
- Manage and review corporation tax, personal tax and VAT computations and returns.
- Analyse company accounts to provide specialised tailored advisory services to clients.
- Manage company secretarial tasks including CS01’s, company formations and ad-hoc forms.
- 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.
- Regular reporting to senior management on statistics for your portfolio of clients.
- Attend and conduct client meetings when required.
- Actively build your portfolio of clients and upsell/cross-sell services through business development strategies.
- Help excel the team through training and leadership.
- Set and maintain the highest standard of quality to all clients.
- Set an example for the team as a natural leader.
- Minimum ACCA/ACA qualified with minimum 3 years’ experience in practice (will consider part ACCA/ACA qualified with considerable experience of managing an accounting team).
- Proven experience of managing own portfolio of clients as well as team management.
- Experience of using cloud accounting software (preferably Xero) 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.
- 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).
Portfolio Manager employer: Xeinadin
Xeinadin is an exceptional employer that prioritises the growth and development of its employees, offering a supportive work culture in Bolton. With a focus on collaboration and innovation, team members benefit from competitive salaries, generous annual leave, and a range of flexible benefits, all while working closely with a dedicated team to provide outstanding service to clients. The company fosters a compassionate leadership style, encouraging personal and professional growth within a dynamic environment.
StudySmarter Expert Advice🤫
We think this is how you could land Portfolio Manager
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that Portfolio Manager role.
✨Tip Number 2
Show off your skills! Prepare a portfolio showcasing your past work and successes. When you get the chance to chat with potential employers, share specific examples of how you've managed client portfolios and led teams to success.
✨Tip Number 3
Practice makes perfect! Before any interviews, do some mock sessions with friends or mentors. Focus on common questions for Portfolio Managers and be ready to discuss your experience with cloud accounting software and team management.
✨Tip Number 4
Apply through our website! We want to see your application come through directly. It shows you're keen and gives us a chance to see your enthusiasm for joining our team at Xeinadin.
We think you need these skills to ace Portfolio Manager
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Portfolio Manager role. Highlight your experience in managing client portfolios and leading teams, as well as any relevant qualifications like ACCA or ACA. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how you can contribute to our mission at Xeinadin. Be sure to mention specific experiences that relate to the job description.
Showcase Your Leadership Skills:As a Portfolio Manager, you'll be leading a team, so make sure to highlight your leadership experience. Share examples of how you've motivated and developed team members in the past. We love seeing candidates who can inspire others!
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Xeinadin
✨Know Your Numbers
As a Portfolio Manager, you'll be dealing with financial data daily. Brush up on your knowledge of statutory and management accounts, corporation tax, and VAT computations. Be ready to discuss how you've managed these in the past and any challenges you faced.
✨Showcase Your Leadership Skills
This role requires you to manage and develop a team. Prepare examples of how you've led teams before, focusing on your ability to inspire and motivate others. Think about specific instances where your leadership made a difference in performance or client satisfaction.
✨Client-Centric Mindset
Xeinadin values excellent customer service. Be prepared to share stories about how you've provided exceptional service to clients in the past. Highlight your proactive approach to business advice and how you've built strong relationships with your portfolio.
✨Familiarise Yourself with Cloud Accounting Software
Since experience with cloud accounting software like Xero is preferred, make sure you're comfortable discussing your experience with it or similar tools. If you haven't used Xero specifically, be ready to explain how your skills are transferable to new software.
