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Tax Portfolio Manager

2 months ago

Bath, Bath and North East Somerset, United Kingdom Michael Page Finance Full time
About the Role

We are seeking a highly skilled Tax Portfolio Manager to join our team at Michael Page Finance. As a key member of our tax team, you will be responsible for managing a portfolio of clients, including company directors, business owners, high net worth individuals, and partnerships.

Key Responsibilities
  • Manage tax relationships with clients and provide exceptional client service.
  • Review income tax and capital gains tax computations, including liaising with specialists on technical matters.
  • Review business and corporation tax computations, prepared by our Business Services team, for SMEs.
  • Provide support and guidance for junior members of the team.
  • Support Partners on advisory projects.
  • Research and understand technical matters and present them in a comprehensible and practical way.
Requirements
  • ACA/ACCA and/or ATT qualified. CTA desirable.
  • Solid grounding in tax compliance review and portfolio management.
  • Desire to expand technical knowledge and advisory skills.
  • Knowledge of inheritance tax and taxation of trusts desirable but not essential.
  • Excellent communicator with both clients and colleagues, both written and oral.
  • Client-driven and commercially aware.
  • Team player with an enthusiastic and flexible attitude to work.
What We Offer
  • Competitive base salary of £35,000-£55,000.
  • 25 days annual leave.
  • Flexi time and toil available.
  • Hybrid Working.
  • Pension contributions.
  • Hybrid and flexible working arrangements.
  • Parking on site.
  • Clear careers progression.