Client Portfolio Manager / Accounts Production

1 week ago Be among the first 25 applicants

Get AI-powered advice on this job and more exclusive features.

Direct message the job poster from the NumberCrunchers

the Original numbercruncher, Xero SME cloud accounting experts

About us

We are a team of 10 providing accountancy and bookkeeping servicesand our WHY? is putting the customer first, a trusted business partner using modern technology with clear expertise, systems and offering. We work with the best team and the best software being a 100% Xero and Dext accountancy practice.

Our customers are Self Employed, Micro Businesses or SMEs with turnovers ranging from a few thousand to a few million.

We aim high, our TNC recipes and quality checks delivered by a whole team in unison wanting our accounts and tax returns to be proactive & excellent but at the same time delivering the best personal customer experience too. We go out of our way to make each and every customer feel special at every touch point from the very first ‘thank you’ gif to remembering their birthdays.

We ask our customers, staff, suppliers and community to recommend us, they are our greatest advocates & good news travels fast.We have grown by over 25% every year for the last 10 years and have opened our second office,we plan to open more.

Be part of it, come and join our team.

Where you are likely to be at the moment

• Working in an accountancy firm but feeling unsupported, under pressure, taken for granted and overworked.
• Working in industry but feel the job is always the same and looking for more variety
• Working for an employer that is not flexible or forward thinking
• Working as part of a team but seem to be carrying them

What you will be doing

• Delivering excellence - overall responsibility for your portfolio of clients ensuring every aspect of their bookkeeping, accounting and compliance is delivered to the TNC practice standards.
• Keeping customers happy - Looking after your allocated clients as the senior point of contact with regular calls, meetings, contact points and dealing with all accounts & tax related client questions and being an all round good egg.
• Giving good pro-active advice - Pre and post year end meetings with clients to guide clients in profit extraction in line with customer requirements and the TNC practice standards and more importantly to make sure they understand it.
• Problem solving – really connecting with the client activities taking a step back approach solving client frustrations, bottlenecks by selecting apps and other systems to Xero and actually having the time and space to do it.
• Supporting your team – you can’t do it all on your own, share your knowledge with your team and nuture them, oversee clear rules and good quality bookkeeping will be delivered up to you.We have the recipes and systems to deliver the highest standards.
• KPI Results driven – at the end of the day we let our clients know the right amount of tax to pay and when to pay it, no nasty surprises and plenty of time to plan for us all. Your reports are our KPI’s, make sure management accounts are issued, annual accounts and corp tax are delivered according to the TNCglobal schedule.

What we are looking for

• Likely to be chartered or part qualified and aiming for completion
• Likely to have had hands on experience in running your own company or had industry placement experience
• Likely to have experience producing accounts and corporation tax for submission
• Have a great client facing personality, nothing is too much trouble, take time to get to know and have a laugh with your clients.We are here to help and we are not boring, dull, grey accountants
• MUST be Xero Certified and used to connecting banks, payments, importing and integrations with the Xero ecosystem.
• Be a decision maker making reasonable choices to deliver results without putting the client at risk or compromising the TNC practice standards.
• Hardworking & reliable for your team.None of us are busy fools but when we do work your team will make every second count and you should too.

What we are offering

Our staff are our culture, we will do our best to make you happy to come to work, to feel valued, to feel supported and offer you an amazing workspace & environment to work from.

Flexibility to choose what your working week looks like.We need to know in advance and do need you in the office four days a week but you can choose a work mix of Cirencester, Highworth and home and vary the hours to suit your family & home commitments

Be part of our profit-sharing team – if we hit or beat our profit budget in the year a significant bonus is shared with the whole team based on booked hours and KPI’s achieved in the year. We all deliver happy customers so if the Company does well, we all do well

Tell us what you want – weare not a corporate, tell us the benefits, training, qualifications you want and we will consider it to make it part of your package

28 days paid holiday (FTE),5 days carry policy and unlimited holiday if you need a bit of extra time off

£30,000-£37,500 depending on experience and responsibility – we have a wide range of customers and can find a portfolio of clients that could support a fresh management accountant or a seasoned professional.

Agencies – we absolutely love what you do but no agencies on this one please, not because of the fees or services but our team members aren’t casually sitting back waiting for things to happen, they are out there making things happen and if they can’t get this far then it’s probably not right.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Accounting

Referrals increase your chances of interviewing at the NumberCrunchers by 2x

Sign in to set job alerts for “Client Portfolio Manager” roles.

Knightsbridge, England, United Kingdom 2 weeks ago

Gloucestershire, England, United Kingdom 2 weeks ago

Swindon, England, United Kingdom 1 week ago

Knightsbridge, England, United Kingdom 1 month ago

Stroud, England, United Kingdom 1 month ago

Gloucester, England, United Kingdom 1 week ago

Swindon, England, United Kingdom 5 days ago

Cambridge, England, United Kingdom 4 days ago

Tewkesbury, England, United Kingdom 2 weeks ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

#J-18808-Ljbffr