Client Manager

Xeinadin Group - Top 20 Accountancy Firm - UK & Ireland

Role: Client Manager

Group Company: GCSD Accountants Ltd.

Location: Stonehouse, United Kingdom

Who Are We?

Xeinadin Group was established in 2019 when more than 100 successful, independent, 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 is our people who help drive our business forward, and we offer them future-focused career opportunities whilst supporting the individual specialisms.

Our regional offices of over 1800 colleagues operate in collaboration across the Group, combining collective expertise to maximise our people’s potential. As part of one Xeinadin, our colleagues are able to draw on expertise and support from across our UK, Ireland and central teams, as well as benefitting from being a part of their local communities.

About the Role:

The role of Client Manager is to build relationships with clients and to have direct responsibility of client portfolios. They are responsible for the delivery of an outstanding service to clients. They should drive 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 internal and external stakeholders and who can deliver for the business and for clients.

Are you ready to take your career to the next level? Join us as a Client Manager in Cardiff. In this role, you will work within a well-established team, providing high-quality accounting and financial services to our diverse range of clients.

Key Responsibilities:

As a Client Manager, your responsibilities will include

• Manage a portfolio of clients, leading client meetings and advising.
• Review Accounts and Tax Returns to ensure they meet HMRC Companies House standards and deadlines.
• Train and monitor performance of juniors to ensure standards compliance and service are maintained.
• Attend and conduct client meetings/Prepare meeting notes and complete related tasks.
• Completing company secretarial tasks, including CS01’s, company formations, ad-hoc forms.
• Monitor deadlines for all jobs, management accounts and VAT return preparation/review to advise clients on current performance and forecasting.
• Tax planning for clients, including remuneration strategy, pension contributions, capital assets, etc.
• Regular contact with clients to discuss routine queries, any issues and opportunities.
• Provide bespoke cloud solutions and training for clients.
• Implement business development strategies, using Xero, QuickBooks, Dext and bespoke Apps.
• Attendance of off-site meetings, courses and events as required.
• Mentor team, providing feedback, training, and support to ensure accurate, efficient, and profitable service.

Key Requirements:

• ACCA or ACA qualified
• Tax - CTA desirable but not mandatory.

Additional Requirements:

• Demonstrates extensive knowledge and application of current UK accounting standards, tax legislation, technical issues and related matters, and updates team on new developments and standards.
• Commercial, detailed, analytical, driven, ethical, engaging, honest, decisive, professional, confident, organised, strategic.
• Good working knowledge of Excel and ability to learn and use bookkeeping packages such as Sage, Xero, QuickBooks etc.
• A proven track record of establishing and maintaining strong client relationships, demonstrating strong professionalism, credibility, and confidence.

What We Offer:
Joining our team comes with a range of benefits, including:

• Competitve benefits package.
• A welcoming, inclusive work environment where your talents are truly valued.
• Hands-on training and development opportunities to expand your skills and advance your career.
• Exciting long-term prospects within our rapidly expanding firm and the wider Xeinadin Group.

Join Our Team:
Ready to take the next step in your career? Don't miss out - apply now and become a valued member of our team!