Senior Tax Portfolio Manager
1 month ago
A challenging opportunity has arisen for an experienced Senior Tax Portfolio Manager to join a prestigious regional firm in the South West & M4 corridor.
About Our ClientOur client is an award-winning accountancy practice with a rich history of over 100 years of exceptional service to clients across the region.
The firm has undergone significant expansion through a merger with several organizations and substantial private backing, requiring a skilled professional like you to support their growth and outreach efforts.
Job Description- Crafting tax strategies, managing a portfolio of high net worth individuals (HNWI) clients, and providing comprehensive tax services to ensure compliance and advisory needs are met.
- Identifying tax-sensitive expenditures and navigating complex tax issues to optimize clients' financial positions.
- Liaising closely with clients to resolve queries and concerns, fostering strong relationships built on trust and expertise.
- Collaborating with internal departments to guarantee deadlines are met, overseeing client portfolios to ensure timely submission of HMRC returns.
- Providing guidance and mentorship to team members, driving the Private Client Tax team's performance and quality through regular appraisals, coaching, and feedback.
- Maintaining a keen eye on productivity, utilization, and Work-In-Progress (WIP), ensuring seamless project delivery.
To succeed as our ideal candidate, you will possess:
- A recognized qualification in Accountancy or Taxation, such as CTA, ACA, ACCA, CA, or equivalent.
- Proven experience in managing a tax portfolio, showcasing your ability to drive results and build strong relationships.
- Exceptional client management skills, including effective communication and conflict resolution.
- Strong strategic thinking and problem-solving abilities, enabling you to navigate complex tax scenarios.
- Superb leadership and mentoring skills, empowering team members to grow and thrive.
- In-depth knowledge of tax laws and regulations, staying abreast of changes and developments.
- An estimated salary range of £50,000 - £60,000 per annum, reflecting your experience and qualifications.
- A comprehensive benefits package, designed to support your well-being and career development.
- A supportive, growth-oriented company culture that values teamwork and innovation.
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