Tax Portfolio Manager
4 days ago
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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