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 is to provide locally forged, trusted business advice to SMEs through forward‑thinking, close‑knit relationships that remain pivotal to our growth. It is our people who drive our business forward, and we offer them future‑focused career opportunities whilst supporting individual specialisms. Our regional offices house over 3000 colleagues operating collaboratively, combining collective expertise to maximise potential.
Job Description
The Client Manager is responsible for the production of high standards of departmental work. This means completing their own workload, allocating and reviewing the work of team members and being a strong role model for the vision, mission and values of the organisation. The role requires a quality‑focused individual who is organised and deadline‑driven.
Key Responsibilities
* Provide an excellent level of service to a small portfolio of clients which meets and exceeds their expectations.
* Manage an allocated client portfolio in a manner which ensures that the required standards of compliance and service are achieved and sustained at all levels.
* Support the Director to ensure day‑to‑day activities are completed within the timeframes and requirements set.
* Ensure planning processes meet client needs and statutory deadlines.
* Review team files to ensure all standards, quality and compliance requirements are met and issues identified.
* Give feedback on the quality and standard of work produced by junior team members and highlight areas for development.
* Develop skills and knowledge relevant to a full range of clients and utilise that knowledge to deliver a great service and to develop colleagues.
* Build strong relationships with managers, team members and clients to facilitate the completion of work to deadlines.
* Ensure the correct client documentation is received in a timely and efficient manner to ensure deadlines can be met.
* Ensure self and team members follow all legal and statutory requirements.
* Develop own and team members’ systems knowledge and expertise to improve utilisation.
* Communicate challenges, opportunities and ideas for improvement to managers to improve working practices.
* Represent Xeinadin to clients ensuring that the day‑to‑day is delivered with a focus on innovation and the future.
* Deliver the Xeinadin vision and values.
* Represent the firm internally and externally in a professional manner through appearance, conduct and attitude.
Key Requirements
* ICAEW, ACCA or IFA fully qualified.
* 4+ years practice experience preferred.
Additional Requirements
* Manage a portfolio of clients and advise on all aspects of their business to help them grow, reduce tax and plan for the future.
* Hold client meetings to review performance and set targets.
* Review work for juniors and assist with their training and development.
* Build strong relationships with professional contacts.
* Manage all aspects of client relationship including quoting, agreeing services, invoicing, payment method and annual engagement renewal.
* Report to the directors on portfolio performance and internal targets set.
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 equivalent to four annual salaries.
* Enhanced family leave policies.
* Enhanced Company Sick Pay.
* Employee Assistance Programme – 24/7 support, free and confidential.
* Corporate Discounts Platform.
* Critical Illness Cover.
* Cash plan.
* Cycle to work.
* Eye care.
* Dental.
* Subject to exceptions and business needs.
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