Portfolio Manager

Overview

Vacancy Name Portfolio Manager

Vacancy No VN2126

Employment Type Permanent

Duration N/A

Location City Bolton

Location Country 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. 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.

Description 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.

• 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

Hybrid

Competitive

• 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