Senior Tax Portfolio Manager
3 days ago
As a Senior Tax Portfolio Manager with TPF Recruitment, you will be responsible for managing a team of tax professionals and overseeing the private client tax portfolio.
This is an excellent opportunity to work with a leading provider of accountancy talent in the SouthEast, where you will have the chance to make a real impact on our clients' businesses and personal ambitions.
We are looking for someone with strong leadership skills, a deep understanding of personal tax compliance and planning, and excellent communication skills. You will have experience working within an accountancy practice, ideally with 5+ years of experience in Personal Tax.
Key Responsibilities:- Manage annual tax returns for assigned clients
- Liaise with HM Revenue & Customs on behalf of clients
- Handle a diverse range of personal tax assignments, including tax forecasting, residence and domicile considerations, capital gains tax planning, and enquiry work
- Address client issues and queries promptly
- Maintain regular contact with clients
- Manage billing responsibilities for your portfolio of clients, trusts, and partnerships
- Collaborate with the team to meet deadlines and exceed client expectations
- Strong leadership skills with the ability to work independently
- Qualified Tax Advisor (ATT/CTA) or qualified by experience
- Experience in a private client/personal tax environment in practice
- Proficiency with tax preparation software and HMRC online services
- Excellent organisational skills and experience managing a busy client portfolio
- Attention to detail and strong analytical and problem-solving skills
- Confident and adaptable communication skills, both written and verbal
- Proactive and determined attitude
- Strong client service orientation
- An estimated salary of £60,000 - £80,000 per annum, depending on experience and qualification status
- 25 days holiday plus bank holidays
- Hybrid working policy
- Dress for your day policy
- Paid overtime
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