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Private Client Tax Portfolio Manager
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Private Client Tax Manager
2 months ago
We are seeking a highly skilled and experienced Tax Portfolio Lead to join our team at TPF Recruitment. As a key member of our team, you will be responsible for leading the tax team and managing both junior staff and the private client tax portfolio.
Key Responsibilities- Lead the Tax Team: You will be responsible for managing and leading the tax team, ensuring that all tasks are completed to a high standard and deadlines are met.
- Manage Private Client Tax Portfolio: You will be responsible for managing a portfolio of private clients, trusts, and partnerships, delivering exceptional client service and producing work efficiently and effectively.
- Provide Tax Advisory Services: You will provide comprehensive personal tax compliance and advisory services to clients, tailored to their unique circumstances.
- Train and Supervise Junior Staff: You will be responsible for training and supervising junior staff, ensuring that they have the necessary skills and knowledge to perform their roles effectively.
- Manage Billing Responsibilities: You will be responsible for managing billing responsibilities for your portfolio of clients, trusts, and partnerships.
- Collaborate with the Team: You will work closely with the team to meet deadlines and exceed client expectations.
- Strong Team Mentality: You will have a strong team mentality, with the ability to work independently and as part of a team.
- Qualified Tax Advisor: You will be a qualified Tax Advisor (ATT/CTA) or qualified by experience.
- Experience in Private Client/Personal Tax: You will have experience in a private client/personal tax environment in practice.
- Proficiency in Tax Preparation Software: You will have proficiency in tax preparation software and HMRC online services.
- Excellent Organisational Skills: You will have excellent organisational skills and experience managing a busy client portfolio.
- Attention to Detail: You will have attention to detail and strong analytical and problem-solving skills.
- Confident Communication Skills: You will have confident and adaptable communication skills, both written and verbal.
- Proactive Attitude: You will have a proactive and determined attitude.
- Strong Client Service Orientation: You will have a strong client service orientation.
- Competitive Salary: You will receive a competitive salary.
- Exciting Opportunity: You will have the opportunity to take on a newly created role.
- Collaborative Team Culture: You will be part of a collaborative team culture with support and genuine progression opportunities.
