Client Portfolio Manager

Client Portfolio Manager

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

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.

We don't want to be an accountancy practice that simply produces a set of accounts once a year and answers questions when asked.

We want to understand our clients' businesses, give them useful financial information throughout the year and identify opportunities and issues before they have to ask.

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. That means you’ll have genuine input into our systems, processes, technology and the way we deliver our service.

For someone who performs and shares our ambitions for the business, there will be significant scope for the role to develop as Rhombus grows, including a potential route to equity for the right person.

You’ll take day to day ownership of a portfolio of SME clients, including limited companies, sole traders and partnerships.

• 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.

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.

We're not looking for someone who needs to know every piece of software on day one.

We are looking for someone who is comfortable with technology, enjoys learning new systems and naturally questions whether there's a more efficient way of doing something.

If a repetitive task can be…