Private Client Tax Portfolio Manager
4 weeks ago
Job Summary:
We are seeking a highly skilled and experienced Tax Manager to lead our Private Client Tax team. The successful candidate will be responsible for managing a portfolio of private clients, trusts, and partnerships, providing exceptional client service, and delivering high-quality tax compliance and advisory services.
Key Responsibilities:
- Manage annual tax returns for assigned clients
- Liaise with HM Revenue & Customs on behalf of clients
- Handle a diverse range of personal tax assignments, including tax forecasting, residence, and domicile considerations, capital gains tax planning, and enquiry work
- Address client issues and queries promptly
- Maintain regular contact with clients
- Manage billing responsibilities for your portfolio of clients, trusts, and partnerships
- Collaborate with the team to meet deadlines and exceed client expectations
- Train and supervise junior staff
Requirements:
- Strong team mentality with the ability to work independently
- 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
- Excellent organisational skills and experience managing a busy client portfolio
- Attention to detail and strong analytical and problem-solving skills
- Confident and adaptable communication skills, both written and verbal
- Proactive and determined attitude
- Strong client service orientation
Benefits:
- Competitive salary
- Exciting opportunity to take on a newly created role
- Collaborative team culture with support and genuine progression opportunities
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