Senior Associate / Assistant Manager, Accounting, Client Delivery & CFO Advisory
Role overview
About Xcel Xcel Accounting and Bookkeeping is a Dubai-based boutique accounting and financial advisory firm with over 20 years of experience supporting businesses across the UAE. Our services include outsourced accounting, management reporting, UAE VAT and Corporate Tax compliance, budgeting, cash-flow management and Fractional CFO advisory. As we continue to grow, we are looking for an experienced accounting professional who can take ownership of client delivery, review the work of team members and contribute meaningfully to our CFO and advisory assignments. About the role This is not a basic bookkeeping or data-entry position. The successful candidate will independently manage a portfolio of accounting clients, review work prepared by associates and bookkeeping resources, finalise management accounts and act as a dependable point of contact for clients. The role will also involve supporting and gradually taking greater responsibility for Fractional CFO assignments, including financial analysis, budgeting, forecasting, cash-flow management and management reporting. Although the position will primarily be work from home, the successful candidate must be based in Dubai and available to visit client offices or attend face-to-face meetings when required. Depending on the candidate’s experience and capabilities, the position may be offered at Senior Associate or Assistant Manager level. Key responsibilitiesClient portfolio management Independently manage a portfolio of accounting and bookkeeping clients Plan monthly deliverables and ensure that all agreed deadlines are met Follow up with clients for information and resolve outstanding matters Maintain clear visibility over the status, risks and next steps for every assigned client Act as the primary point of contact for day-to-day client queries Attend client offices and face-to-face meetings when required Escalate significant matters promptly, together with a recommended course of action Build strong and professional relationships with client management teams Accounting and review Review bookkeeping and accounting work prepared by associates and other resources Review bank, credit card, receivables, payables and balance-sheet reconciliations Ensure that accounting records are complete, accurate and supported by appropriate documentation Review trial balances and identify errors, unusual entries and unreconciled balances Finalise monthly and quarterly accounts Ensure proper month-end and year-end closing procedures Review supporting schedules and working papers before partner review Improve the quality, accuracy and consistency of client files Management reporting Prepare and review monthly management accounts Analyse profit and loss, balance-sheet and cash-flow movements Prepare variance analysis, KPI reports and management dashboards Identify financial trends, risks and areas requiring management attention Translate financial information into clear and practical business insights Present selected findings to clients and support management discussions Ensure that management reports are accurate, relevant and issued on time CFO and advisory assignments Support the partners on Fractional CFO engagements Prepare budgets, forecasts and rolling cash-flow projections Analyse profitability by client, service, product, branch or business unit Assist with pricing, costing and margin analysis Identify cash-flow risks, working-capital issues and opportunities for improvement Prepare financial models and scenario analysis Support management meetings and follow up on agreed action points Assist clients in understanding their financial performance and key business drivers Develop toward independently managing selected CFO assignments Attend client meetings and provide on-site support where required VAT and Corporate Tax Review VAT workings and supporting reconciliations Prepare or review VAT returns and ensure timely filing Support UAE Corporate Tax computations and return preparation Maintain complete compliance working papers and client records Identify potential VAT or Corporate Tax issues and escalate them appropriately Coordinate with clients to obtain information required for statutory filings Ensure compliance deadlines are properly monitored and met Team supervision and development Allocate and monitor work assigned to junior team members and bookkeeping resources Review work constructively and provide clear feedback Train team members on accounting, reconciliations,
