Portfolio Manager

17 hours ago


Bromsgrove, Worcestershire, United Kingdom Pro-Tax Full time

Are you looking for a challenging role as a Portfolio Manager in Private Client Tax? Pro-Tax is seeking a highly skilled professional to join our team in Bromsgrove.

About the Role

The successful candidate will be responsible for managing a diverse portfolio of clients, delivering exceptional service, and taking on key positions within our tax team. Key responsibilities include:

  • Preparing and processing personal and partnership self-assessment tax returns
  • Producing basic income & expenditure accounts for sole traders and preparing rental accounts
  • Reviewing PAYE coding notices and tax statements of account
  • Leveraging knowledge of corporation tax, capital allowances, trusts/estates, and inheritance tax (desirable but not essential)

This is an excellent opportunity for experienced tax professionals seeking a supportive team environment that values collaboration, innovation, and professionalism.

Compensation and Benefits

We offer a competitive salary range of £45,000 - £60,000 per annum, depending on experience, as well as opportunities for professional growth and development.



  • Bromsgrove, Worcestershire, United Kingdom Levitate Recruitment - Accountancy and Insolvency Recruitment Specialists Full time

    A senior-level administrator is required to manage a portfolio of corporate cases for a well-established specialist insolvency firm in Bromsgrove. The successful candidate will have extensive experience in Corporate Recovery, specifically in Liquidations, and hold the CPI qualification or equivalent.This is an exciting opportunity for an experienced...


  • Bromsgrove, Worcestershire, United Kingdom CV Library Full time

    The Best Connection Group Limited is seeking a highly motivated and organized Strategic Property Manager to join their team in the UK.This role supports the Facilities department in managing a portfolio of approximately 100 properties across the country. The Strategic Property Manager ensures that all property requirements, systems, and processes operate...

  • Personal Tax Manager

    16 hours ago


    Bromsgrove, Worcestershire, United Kingdom PRO-TAX RECRUITMENT LIMITED Full time

    Seeking a highly skilled Personal Tax Senior to join our thriving team in Bromsgrove. As an ATT qualified individual, you will manage a portfolio of high-net-worth individuals, sole traders, and non-domiciled residents, dealing with compliance and advisory issues.The role involves close liaison with directors and partners on specialist projects, offering a...


  • Bromsgrove, Worcestershire, United Kingdom CV Library Full time

    The Best Connection Group Limited is looking for an experienced Asset Management Specialist to join their team.In this role, you will be responsible for managing a portfolio of properties across the UK, ensuring that all property requirements, systems, and processes operate effectively.About the Company:The Best Connection is an Equal Opportunities Employer,...


  • Bromsgrove, Worcestershire, United Kingdom Stride Resource Management Ltd Full time

    At Stride Resource Management Ltd, we are seeking an Insurance Account Manager to join our team. As a Commercial Insurance Specialist, you will be responsible for supporting a designated client portfolio and acting as the first point of contact for queries.Key responsibilities include:Handling SME Commercial clients with up to £5,000 premiumsSupporting...


  • Bromsgrove, Worcestershire, United Kingdom Brook Street NMR Full time

    Financial Management Specialist Job DescriptionWe are seeking an experienced Financial Management Specialist to join our team at a forward-thinking accountancy practice in the Bromsgrove area. This is an excellent opportunity for a qualified accounting professional to take on a challenging role and utilize their skills to manage client finances.Salary:The...


  • Bromsgrove, Worcestershire, United Kingdom Levitate Recruitment - Accountancy and Insolvency Recruitment Specialists Full time

    As a Senior Administrator with Levitate Recruitment, you will have the opportunity to work with a well-established specialist insolvency firm in Bromsgrove. The company is seeking a Senior Administrator to manage a mixed portfolio of corporate cases, implement case strategies and ensure the progression of cases. This will involve managing WIP and provisions...


  • Bromsgrove, Worcestershire, United Kingdom Stride Resource Management Ltd Full time

    We are seeking an experienced Commercial Insurance Account Handler to join our team at Stride Resource Management Ltd.As a key member of our account management team, you will be responsible for supporting a designated portfolio of clients, acting as the first point of contact and assisting with queries.Your role will involve handling SME commercial clients...


  • Bromsgrove, Worcestershire, United Kingdom Levitate Recruitment - Accountancy and Insolvency Recruitment Specialists Full time

    We are seeking a highly skilled Senior Administrator to join our team at a well-established specialist insolvency firm in Bromsgrove. As a key member of the team, you will have the opportunity to control your own portfolio of corporate cases and contribute to the firm's continued success.The ideal candidate will have a proven track record in Corporate...

  • Tax Compliance Lead

    17 hours ago


    Bromsgrove, Worcestershire, United Kingdom PRO-TAX RECRUITMENT LIMITED Full time

    As a skilled Personal Tax Senior, you will be responsible for managing client portfolios, dealing with compliance and advisory issues, and working closely with directors and partners. This is a unique opportunity to advance your career with a clear progression plan and the chance to gain CTA qualifications.Role Overview:Client portfolio managementCompliance...


  • Bromsgrove, Worcestershire, United Kingdom Pro-Tax Full time

    Tax Advisory RoleWe are seeking a highly skilled Tax Professional to join our Personal Tax team as a Tax Advisor. This role involves providing expert advice on complex tax matters, managing a portfolio of clients, and collaborating with the team to deliver exceptional client service.About the PositionManage a portfolio of clients with complex tax...


  • Bromsgrove, Worcestershire, United Kingdom Pro-Tax Full time

    Senior Tax PositionWe are recruiting an experienced Tax Professional to join our Personal Tax team as a Senior Tax Specialist. This role involves managing a portfolio of clients, providing expert advice on complex tax matters, and collaborating with the team to deliver exceptional client service.About the JobManage a portfolio of clients with high net worth...


  • Bromsgrove, Worcestershire, United Kingdom Clark Wood - Tax Recruitment Full time

    About the RoleAs a Personal Tax Assistant Manager, you will be responsible for managing a diverse portfolio of clients and ensuring all aspects of compliance and reporting work are completed.You will provide tax advice to clients as required and supervise junior team members within the team.The ideal candidate will have experience working in a Personal Tax...


  • Bromsgrove, Worcestershire, United Kingdom Clark Wood - Tax Recruitment Full time

    Job ResponsibilitiesManage a portfolio of clients and take responsibility to ensure compliance with HMRC regulations.Deal with complex tax matters involving international aspects.Identify opportunities for additional services that clients may need and liaise with subject specialists.Salary: £35,000 - £45,000 per annum (dependent on experience).

  • Financial Consultant

    1 month ago


    Bromsgrove, Worcestershire, United Kingdom Michael Page Full time

    Role OverviewA suitable opportunity for a qualified accountant seeking further development post qualification. You will gain exposure to larger clients and the ability to be involved with the growth and development of a portfolio.Key ResponsibilitiesKey contact for a portfolio of clients.Prepare annual accounts and tax computations for sole traders,...


  • Bromsgrove, Worcestershire, United Kingdom NFP, an Aon company (Europe) Full time

    We are seeking a skilled and experienced Financial Advisor to lead our team in providing expert pension guidance to clients. The ideal candidate will have a strong focus on retirement planning and a deep understanding of UK pension products and tax considerations.Key Responsibilities:Client Consultation: Meet with clients to understand their retirement goals...


  • Bromsgrove, Worcestershire, United Kingdom Levitate Recruitment - Accountancy and Insolvency Recruitment Specialists Full time

    Levitate Recruitment is proud to present a unique opportunity for a highly motivated Senior Administrator to join our client's team in Bromsgrove. As a key player in the firm's insolvency department, you will be responsible for managing a portfolio of corporate cases and providing exceptional support to the team.The ideal candidate will have a solid...


  • Bromsgrove, Worcestershire, United Kingdom Public Practice Recruitment Ltd Full time

    Practice Manager Job OpportunityWe are seeking an experienced and highly organised Practice Manager to lead the management of our forward-thinking firm in Bromsgrove.The successful candidate will be an excellent communicator, proactive problem solver, and inspirational leader with a strong background in financial administration and a proven track record of...


  • Bromsgrove, Worcestershire, United Kingdom PH Jones Full time

    About the RoleWe are seeking a highly skilled Gas Engineer to join our expert team in Bromsgrove and surrounding areas. As a sub-contractor, you will have the opportunity to heat up your career with us this winter.Sole Trader applications are welcome, and we offer a 2-week induction cycle upon completion of our compliance process.What We OfferA competitive...

  • Account Handler

    2 hours ago


    Bromsgrove, Worcestershire, United Kingdom NFP, an Aon company (UK) Full time

    We are looking for a highly motivated and experienced Senior Account Handler to join our Commercial Insurance team in Bromsgrove. As a key member of the team, you will be responsible for providing exceptional customer service and professional advice to clients.**Job Highlights:This is a fantastic opportunity for an insurance professional to develop their...