At a Glance
- Tasks: Manage client relationships and deliver top-notch outsourced accounting services.
- Company: Join Xeinadin, a forward-thinking business advisory firm in London.
- Benefits: Enjoy competitive salary, pension scheme, and 25 days annual leave.
- Other info: Hybrid work model with opportunities for professional growth.
- Why this job: Be a key player in shaping the future of accountancy for tech startups.
- Qualifications: Experience in accounting, strong communication skills, and knowledge of tech startups.
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.
Model: Hybrid
Salary: Competitive
Benefits: Company Pension Scheme, 25 days of annual leave +
Portfolio Manager employer: Xeinadin
Xeinadin is an exceptional employer, offering a dynamic work environment in London where innovation meets collaboration. With a strong focus on employee growth and development, we provide our team with future-focused career opportunities and the chance to work closely with a diverse portfolio of fast-growing tech startups. Our commitment to fostering a high-performing culture, combined with competitive benefits such as a company pension scheme and generous annual leave, makes Xeinadin a rewarding place to build your career.
StudySmarter Expert Advice🤫
We think this is how you could land Portfolio Manager
✨Tip Number 1
Networking is key! Get out there and connect with people in the industry. Attend events, join online forums, or even reach out to folks on LinkedIn. You never know who might have a lead on your dream job!
✨Tip Number 2
Practice your pitch! When you get the chance to chat with potential employers, make sure you can clearly explain who you are, what you do, and why you're the perfect fit for their team. Keep it concise and engaging!
✨Tip Number 3
Don’t shy away from following up! After an interview or networking event, drop a quick thank-you email. It shows your enthusiasm and keeps you fresh in their minds. Plus, it’s a great way to reiterate your interest in the role.
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities waiting for you. By applying directly, you’ll stand out and show that you’re genuinely interested in being part of our team at StudySmarter.
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 with client relationships 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 position. Share specific examples of how you've managed client portfolios or led teams in the past. We love a good story!
Showcase Your Skills:Don’t forget to highlight your technical skills, especially with Xero and accounting practices. If you’ve worked with tech startups, let us know! We’re keen on candidates who understand the fast-paced environment.
Apply Through Our Website:We encourage you to apply directly through our website. 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 accounts, VAT, and Corporation Tax. Be ready to discuss how you've managed these in past roles, as well as any insights you can bring to the table for tech startups.
✨Showcase Your Leadership Skills
This role requires strong leadership abilities. Prepare examples of how you've motivated teams or improved performance in previous positions. Think about specific situations where you’ve driven efficiency or fostered a high-performance culture.
✨Build Client Relationships
Xeinadin values strong client relationships. Be prepared to talk about how you've successfully built and maintained client connections in the past. Share stories that highlight your proactive service and ability to understand client needs, especially in fast-paced environments.
✨Demonstrate Your Technical Expertise
With a focus on Xero and technical accounting skills, make sure you can discuss your proficiency in these areas. Bring examples of how you've used technology to enhance service delivery or improve compliance standards in your previous roles.