Portfolio Manager

3 weeks ago

Bedale North Yorkshire, United Kingdom Xeinadin Full time

Xeinadin Group - Top 20 Accountancy Firm - UK & Ireland

Role: Portfolio Manager

Location: Northallerton

Discover Your Potential: Join Our Team as a Portfolio Manager

Are you ready to elevate your career? Look no further than Xeinadin Group – a leading accountancy firm ranked among the top 20 in the UK & Ireland

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 can 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:

As a Portfolio Manager, you'll play a pivotal role within our well-established General Practice team. Working in a supportive environment, you'll have the opportunity to dive into a diverse range of high-quality accounting, financial, and business services for both companies and individuals.

Key Responsibilities:

  • Manage a dynamic portfolio of clients, ensuring their accounting needs are met with precision and excellence.
  • Handle the preparation and submission of year-end accounts, Corporation Tax Computations, VAT Returns, and Confirmation Statements.
  • Reconcile client accounting records via Excel or accounting software.
  • Client Payroll; weekly, monthly, and yearly.
  • Preparation and submission of monthly CIS returns.
  • Manage and mentor junior members of the team, fostering a culture of growth and collaboration.

About You:

  • Qualified Accountant with General Practice experience.
  • Experience in managing and/or mentoring junior members of a practice team, coupled with a passion for delivering exceptional service.
  • Proficient in accounting software such as Xero, Sage, and QuickBooks.
  • Knowledge of professional regulations and best practice.
  • Customer-centric mindset, coupled with excellent attention to detail, adaptability, and ability to multitask.

What We Offer:

  • A welcoming, inclusive work environment where your talents are valued, and your voice is heard.
  • Hands-on training and development opportunities to enhance your skills and advance your career.
  • Exciting long-term prospects within our dynamic organisation, with opportunities for growth and advancement across the wider group.

Ready to take the next step in your accounting journey? Join us at Xeinadin Group and unleash your full potential

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