Tax Portfolio Manager

2 days ago


Stockport, Stockport, United Kingdom PRO-TAX RECRUITMENT LIMITED Full time

Job Title: Tax Portfolio Manager

Location: South Manchester

Estimated Salary: £52,500

Pro-Tax Recruitment Limited is partnering with a leading professional services firm in South Manchester to find an experienced Tax Portfolio Manager to join their private client team.

About the Role:
  • Manage a varied portfolio of clients including business owners, high net worth individuals and trusts/estates.
  • Work closely with the private client partner and wider team to deliver exceptional client service.
  • Support compliance needs and contribute to tax planning and advisory services.
What We're Looking For:
  • Proven experience in personal tax/private client work within a UK Accountancy firm.
  • CTA qualification or equivalent (ATT, ACA/ACCA).
  • Experience managing personal tax compliance portfolios.
  • Tax advisory and planning experience is advantageous.

Our Company Culture:

We strive to create an inclusive environment where everyone feels valued and respected. Our goal is to attract and retain talented professionals who share our values.


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