Tax Portfolio Manager

4 days ago


Swindon, Swindon, United Kingdom Michael Page (UK) Full time
Role Overview

A Private Client Tax Manager is required to lead a portfolio of High Net Worth Individual (HNWI) clients, providing tax services and managing client relationships.

The successful applicant will have a strong understanding of tax laws and regulations, as well as excellent leadership and mentoring abilities.

About the Role

  • Manage a portfolio of HNWI clients, providing tax services and ensuring compliance with HMRC deadlines
  • Liaise with clients to resolve queries and provide guidance on tax-sensitive expenditure
  • Assist in managing the Private Client Tax team, conducting appraisals and providing coaching on assignments

Requirements

  • A full qualification in Accountancy or Taxation - CTA, ACA, ACCA, CA or equivalent
  • Proven experience in managing a tax portfolio
  • Excellent client management skills and strong strategic thinking

What We Offer

  • A salary range of £40,000 to £50,000 per annum
  • A generous benefits package, including holiday leave and opportunities for professional development

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