Tax Portfolio Manager

7 hours ago


Winchester, Hampshire, United Kingdom Clark Wood Full time

Company Overview

We are Clark Wood, a thriving firm based in the Winchester area, and we are looking for a talented Tax Portfolio Manager to join our team.

The ideal candidate will have a strong background in Private Client Tax, with experience in managing a portfolio of clients and providing support on advisory projects.

We offer a competitive salary of £60,000 - £80,000 per annum, depending on experience, and a range of benefits including career advancement opportunities.

Job Description

As a Tax Portfolio Manager at Clark Wood, you will be responsible for managing a portfolio of Private Client/Personal Tax clients and providing ad-hoc support to partners on advisory projects.

You will work closely with our team to deliver tax compliance services for a diverse range of clients, with opportunities to engage in advisory and consultancy work.

Key Requirements

  • ATT Qualified, CTA Qualified, or Part Qualified
  • Strong experience in Private Client Tax within a practice environment

Benefits

We offer a comprehensive benefits package, including:

  • A competitive salary of £60,000 - £80,000 per annum
  • Ongoing training and development opportunities
  • A supportive and collaborative team environment

Career Advancement Opportunities

We believe in investing in our employees' careers and offering opportunities for advancement. Whether you're looking to move into a leadership role or specialize in a particular area of tax, we can help you achieve your goals.


  • Tax Manager

    1 month ago


    Winchester, Hampshire, United Kingdom Clark Wood - Tax Recruitment Full time

    Private Client Tax Manager OpportunityClark Wood, a leading tax recruitment specialist, is partnering with a prominent independent firm of accountants in Winchester to recruit a Private Client Tax Manager/Senior Manager.The successful candidate will be responsible for managing a portfolio of private client/personal tax clients, providing ad-hoc support to...

  • Tax Senior Specialist

    1 month ago


    Winchester, Hampshire, United Kingdom Clark Wood - Tax Recruitment Full time

    Personal Tax Senior RoleClark Wood - Tax Recruitment is working with a firm of Chartered Accountants and Business Advisors in Winchester.The firm is seeking a Personal Tax Senior or Personal Tax Semi-Senior to join the growing Tax team.This role involves personal tax compliance with some tax advisory aspects.You will be responsible for the preparation of...


  • Winchester, Hampshire, United Kingdom Clark Wood - Tax Recruitment Full time

    Clark Wood - Tax Recruitment is working with a prominent and well-regarded independent firm of Accountants in the Winchester area, seeking to expand their Tax department by hiring a Private Client Tax Manager / Senior Manager.The successful candidate will be responsible for managing their own portfolio of Private Client/Personal tax clients, while providing...

  • Trust Tax Manager

    4 weeks ago


    Winchester, Hampshire, United Kingdom Retrack Personnel Holdings Limited Full time

    Our client in the Winchester area is seeking a Trust Tax Assistant Manager/Manager due to expansion. The role involves preparing annual tax returns and trust accounts for a complex portfolio of Trust and Estate clients. Responsibilities include reviewing IHT returns, assisting partners with advisory work, and managing client portfolios. The successful...


  • Winchester, Hampshire, United Kingdom Accountancy Expertise Ltd Full time

    Personal Tax Senior/Assistant Manager OpportunityAccountancy Expertise Ltd is seeking a highly skilled Personal Tax Senior/Assistant Manager to join their Winchester-based team.Key Responsibilities:Manage a portfolio of personal tax clients, ensuring compliance with HM Revenue & Customs and in-house deadlines.Prepare and process self-assessment tax returns...


  • Winchester, Hampshire, United Kingdom Retrack Personnel Holdings Limited Full time

    We are seeking a highly skilled Private Client Tax Associate/Assistant Manager to join our team at Retrack Personnel Holdings Limited. This is an exciting opportunity to work with a wide range of clients across various sectors, providing expert tax advice and support.Key Responsibilities:Manage a portfolio of personal tax clients and ensure compliance with...


  • Winchester, Hampshire, United Kingdom Clark Wood Full time

    Tax Portfolio ManagerWe are seeking a Senior Tax Compliance Specialist to join our team as a Tax Portfolio Manager. This is a unique opportunity to work with a diverse range of clients and contribute to the growth and success of our firm.About Clark WoodClark Wood is a leading provider of tax services to individuals and businesses in the Winchester area. We...


  • Winchester, Hampshire, United Kingdom Clark Wood Full time

    Job SummaryWe are seeking an experienced Private Client Tax Professional to join our team as a Tax Portfolio Manager. This is a fantastic opportunity to work with a diverse range of clients and contribute to the growth and success of our firm.About UsClark Wood is a leading provider of tax services to individuals and businesses in the Winchester area. We...

  • Tax Professional

    10 hours ago


    Winchester, Hampshire, United Kingdom Gregory-Martin International Full time

    Job Opportunity: We are seeking a highly skilled Tax Associate/Assistant Manager to join our Private Client Tax team at Gregory-Martin International. This is an exciting opportunity for an ACA and/or CTA qualified professional with experience working in private client tax teams.About the Role: As a Tax Associate/Assistant Manager, you will be responsible for...


  • Winchester, Hampshire, United Kingdom Clark Wood Full time

    Clark Wood is seeking a highly skilled Personal Tax Senior to join their expanding Tax team in Winchester.Role Overview:This challenging role involves preparing Self Assessment Tax Returns and other tax submissions for a diverse portfolio of personal tax clients, maintaining close communication with portfolio holders.Requirements:ATT/CTA qualified or...


  • Winchester, Hampshire, United Kingdom Clark Wood Full time

    Clark Wood is collaborating with a firm of Chartered Accountants and Business Advisors in Winchester to recruit a Personal Tax Senior or Personal Tax Semi-Senior to join their expanding Tax team.Role Overview:This role primarily focuses on personal tax compliance with some advisory aspects. You will be responsible for preparing Self Assessment Tax Returns...


  • Winchester, Hampshire, United Kingdom Bighornlaw Full time

    Looking for a high-caliber Portfolio Property Manager to oversee a diverse portfolio of homeowner associations, condominium associations, and community associations. As a key member of the Bighornlaw team, you will be responsible for managing time to balance multiple projects successfully, ensuring timely and professional responses to calls and...


  • Winchester, Hampshire, United Kingdom Hays Senior Finance Full time

    Role OverviewAs a skilled Private Client Tax Assistant Manager, you will be responsible for managing a portfolio of personal tax clients and ensuring compliance with HM Revenue & Customs and in-house deadlines. Your duties will include preparing and processing self-assessment tax returns for individuals, partnerships, and trusts, as well as calculation and...


  • Winchester, Hampshire, United Kingdom BBL Property Recruitment Full time

    Senior Property Portfolio Manager - Hampshire/Dorset - circa £44kWe're working with a highly ethical property group who manage a wide range of developments across the open market leasehold, social and retirement housing sectors on behalf of developers, housing associations and resident management companies UK wide, with a particularly strong presence in SE...


  • Winchester, Hampshire, United Kingdom Bighornlaw Full time

    Portfolio Property Manager - Asset OversightCCR Management, Inc. invites applications for a Portfolio Property Manager - Asset Oversight position in Exton, Pennsylvania. This role entails the supervision of a varied portfolio that includes homeowner associations, condominium associations, and community associations. The successful candidate will be...


  • Winchester, Hampshire, United Kingdom Arup Full time

    We are seeking a Senior Asset Manager to join our Asset Management team in London, Bristol, Winchester, Solihull, or Leeds. As a key member of our team, you will be responsible for delivering and/or managing a diverse range of asset management/optimisation/energy projects within our major client portfolios.The OpportunityYou will technically co-ordinate...


  • Winchester, Hampshire, United Kingdom Gregory-Martin International Full time

    Our company, Gregory-Martin International, is seeking a highly skilled Tax Associate/Assistant Manager to join our Private Client Tax team. In this role, you will be responsible for managing the preparation of complex tax returns for individuals and partnerships, trust accounts, and tax returns. You will also provide support to senior staff with tax advisory...

  • Taxation Specialist

    3 days ago


    Winchester, Hampshire, United Kingdom Clark Wood Full time

    Clark Wood, a reputable firm of Chartered Accountants and Business Advisors in Winchester, seeks an experienced Personal Tax Senior or Semi-Senior to join their growing Tax team.Role Overview:This position primarily focuses on personal tax compliance with some advisory aspects. The successful candidate will be responsible for preparing Self Assessment Tax...


  • Winchester, Hampshire, United Kingdom Hays Senior Finance Full time

    At Hays Senior Finance, we are seeking an experienced Accounting Professional to join our team in a dynamic role that involves managing a diverse client portfolio. This exciting opportunity will allow you to work with a range of corporate entities, LLPs, and partnerships, providing exceptional service to clients and acting as their primary point of contact...


  • Winchester, Hampshire, United Kingdom Clark Wood Full time

    Clark Wood, a firm of Chartered Accountants and Business Advisors in Winchester, is recruiting a Personal Tax Senior or Semi-Senior to join their expanding Tax team.Key Responsibilities:The successful candidate will be responsible for preparing Self Assessment Tax Returns and other tax submissions for a diverse portfolio of personal tax clients, with a focus...