Client Portfolio Manager in Goole

Salary: £42,000 to £48,000 depending on experience

Location: Goole, East Yorkshire

Working pattern: Full time, permanent

Hybrid working: 3 days in the Goole office, 2 days from home

The opportunity:

Rhombus Accounting is growing, and we're looking for an experienced Client Portfolio Manager to join us. We're looking for someone who can take ownership of a portfolio of SME clients, build excellent relationships with the business owners we work with and help us deliver the proactive, technology led service we're building the firm around.

You'll therefore be responsible for much more than completing compliance work. You'll become the main point of contact for your clients, manage their accounting and tax requirements, help them understand their numbers and provide practical, commercially focused support. You’ll also be joining Rhombus at an early stage of our growth, which means you’ll have genuine input into our systems, processes, technology and the way we deliver our service.

What you’ll be doing:

• You’ll take day to day ownership of a portfolio of SME clients, including limited companies, sole traders and partnerships.
• Your responsibilities will include managing your own portfolio and acting as the main day to day contact for your clients.
• Building strong, long term relationships with business owners.
• Managing and prioritising your workload across multiple clients, ensuring work is completed accurately and deadlines are met.
• Preparing and reviewing annual accounts and financial statements.
• Preparing and reviewing corporation tax computations and returns.
• Preparing sole trader and partnership accounts and associated tax returns.
• Preparing and reviewing VAT returns.
• Preparing management accounts and providing clients with useful commentary and insight into their financial performance.
• Reviewing bookkeeping and accounting records, identifying errors and helping clients improve the quality of their financial information.
• Handling client queries and providing clear, practical advice.
• Leading client meetings and maintaining proactive contact throughout the year.
• Identifying tax planning opportunities and areas where clients could improve their financial systems, processes or reporting.
• Supporting the onboarding of new clients and ensuring they receive a great experience from the outset.
• Helping to develop and improve Rhombus's own systems, processes and ways of working.
• Reviewing work completed by others and supporting the development of future team members as Rhombus grows.

Some of our clients operate the VAT Margin Scheme. Previous experience in this area isn't required, and full training will be provided.

Technology is a big part of how we work. Rhombus is a Xero only practice, and technology is central to how we're building the firm. Our current technology stack includes Xero, Dext, Apron and Fathom/Syft Analytics, and we're actively exploring how AI and automation can make both our own work and our clients' businesses better.

Moving beyond traditional compliance:

High quality compliance work is the foundation of what we do, and getting it right is non-negotiable. But we don't believe an accountant's value should end there. We want our Client Portfolio Manager to look at a client's accounts and ask questions such as: What are these numbers telling us? Is there something the client should know? Is there a tax planning opportunity we've identified? Could their bookkeeping or financial processes work better? Is there something we can help with before it becomes a problem?

Who we’re looking for:

We’re looking for a Qualified Accountant who has developed strong technical skills within an accountancy practice and is comfortable taking responsibility for clients and their work. You'll ideally have:

• ACA, ACCA or AAT qualification, or be qualified by experience with a strong accountancy practice background.
• Significant experience working within an accountancy practice.
• Experience managing your own portfolio of SME clients, or substantial experience taking responsibility for client relationships and deliverables.
• Strong experience preparing and reviewing limited company accounts.
• Experience with sole trader and partnership accounts.
• Good working knowledge of corporation tax and personal tax.
• Good practical VAT knowledge.
• Experience preparing management accounts.
• Experience reviewing bookkeeping and identifying errors and opportunities for improvement.
• Strong Xero knowledge.
• Excellent organisation and the ability to manage multiple clients, priorities and deadlines.
• Confidence in communicating directly with business owners and leading client conversations.
• Strong written and verbal communication skills.
• Good commercial awareness and the ability to explain accounting and tax matters clearly.

What we can offer you:

• £42,000 to £48,000 salary depending on experience.
• Genuine career progression with significant opportunities to take on greater responsibility as the business develops.
• Hybrid and flexible working with three days at our Goole office and two days working from home.
• 25 days' holiday plus bank holidays.
• Pension and life insurance.
• Modern working environment at the RaisE Business Centre in Goole, with free parking.

Why Rhombus?

There are plenty of accountancy practices where you can manage a portfolio of clients. What we can offer is the opportunity to join something early. We’re building a modern accountancy firm around great client relationships, good technology, efficient processes and useful financial information. We’re small enough that your ideas will genuinely matter, but ambitious about where we’re going.