Tax Portfolio Manager

4 days ago


Swindon, Swindon, United Kingdom Michael Page Full time

Unlock your potential as a Tax Portfolio Manager with Michael Page in Swindon, UK. We're seeking an experienced professional to lead our Private Client Tax team and drive growth.

About the Role

This exciting opportunity will see you manage a diverse portfolio of private clients, develop your advisory skills, and lead a growing team of specialists.

Company Overview

Our client is a prestigious accountancy firm with over 100 years of history, providing comprehensive services to clients across the South West and M4 corridor. With a significant merger and substantial private backing, they're expanding their operations and looking for talented individuals like you to join their team.

Job Description

Your key responsibilities will include:

  • Providing a range of tax services, including compliance and advisory work, to private clients.
  • Identifying tax-sensitive expenditure and wider tax issues.
  • Liaising with clients to resolve queries and ensuring deadlines are met.
  • Overseeing client portfolios to ensure HMRC deadlines are met.
  • Assisting in managing the Private Client Tax team by providing coaching and guidance to team members.
Requirements

To succeed in this role, you'll need:

  • A full qualification in Accountancy or Taxation, such as CTA, ACA, ACCA, CA, or equivalent.
  • Proven experience in managing a tax portfolio.
  • Excellent client management skills and strong strategic thinking abilities.
  • Superb leadership and mentoring abilities.
  • Thorough knowledge of tax laws and regulations.
What We Offer

We're offering a competitive salary range of £40,000 to £50,000 per annum, along with a generous benefits package, opportunities for professional development, and a supportive company culture.



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