Portfolio Manager

3 weeks ago


Hastings, East Sussex, United Kingdom Michael Page (UK) Full time

About the Opportunity

We are seeking an experienced Private Client Tax Senior to join our team at Michael Page (UK). As a Private Client Tax Senior, you will have the opportunity to work with high-net-worth individuals and families, providing expert advice on tax planning and compliance.

The Ideal Candidate

To be successful in this role, you will need to have a strong understanding of tax laws and regulations, as well as excellent communication and interpersonal skills. You should also be able to work independently and as part of a team, managing multiple priorities and deadlines.

Responsibilities and Requirements

  • Manage a portfolio of private clients and provide strategic tax solutions to meet their needs.
  • Advise on income and capital taxation, trusts, domicile, and shareholder planning issues.
  • Develop and maintain strong relationships with clients to ensure exceptional service delivery.
  • A minimum of several years' experience specialising in personal tax.
  • Completed ATT/CTA qualification or equivalent.
  • Strong communication and interpersonal skills.
  • Excellent IT skills.

Benefits

  • An annual salary in the range of £45,000 - £55,000, depending on experience.
  • Holiday allowance and pension scheme.
  • Opportunities for professional growth and development.
  • A dynamic and supportive work environment.

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