Tax Portfolio Manager

4 days ago


Portsmouth, Portsmouth, United Kingdom TPF Recruitment Full time
About the Role

As a Tax Portfolio Manager, you will lead our tax team and be responsible for managing junior staff and the private client tax portfolio. You will work closely with clients to help them achieve their business and personal ambitions.

Key Responsibilities
  • Manage the portfolio of private clients, trusts, and partnerships, delivering exceptional client service and producing work efficiently and effectively.
  • Provide comprehensive personal tax compliance and advisory services tailored to each client's unique circumstances.
  • Train and supervise junior staff.
Duties and Tasks
  • Annual tax returns for assigned clients
  • A diverse range of personal tax assignments, including tax forecasting, residence and domicile considerations, capital gains tax, planning, and enquiry work
  • Billing responsibilities for your portfolio of clients, trusts, and partnerships
Requirements
  • 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
What We Offer
  • Circa £55,000 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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