Senior Tax Portfolio Manager

3 weeks ago


Maidenhead, Windsor and Maidenhead, United Kingdom TPF Recruitment Full time

We are seeking an experienced Personal Tax Manager to join our client

As a leading firm, our client is dedicated to fostering partnerships with a diverse range of clients

The successful candidate will manage a portfolio of clients and oversee the work of junior team members

Key Responsibilities:

  • Manage client portfolios, ensuring their needs are met and maximizing revenue
  • Oversee the production and review of personal tax returns for both own portfolio and junior members'
  • Actively participate in tax advisory work relevant to skill level
  • Plan, monitor, and review ad hoc tasks to ensure timely completion within set budgets
  • Conduct consultancy work and attend client meetings as required
  • Undertake ad hoc projects and research as necessary
  • Allocate and review tasks, ensuring appropriate training for trainees
  • Maintain up-to-date tax technical knowledge through continuous professional development

Requirements

  • CTA/ACA/ACCA/ATT qualified, with consideration for QBE candidates
  • Minimum 2 years PQE
  • Previous experience managing a portfolio of personal tax clients, within a firm of Chartered Accountants
  • Proficient in IT (Excel, Word, tax software) and possess strong communication skills
  • Demonstrated supervisory, organizational, and client-focused abilities
  • Strong problem-solving skills and ability to work well under pressure
  • Positive attitude and commitment to the firm's values

Benefits

  • Salary circa £55,000 - £65,000 depending on experience and qualification status
  • Genuine Work-Life Balance
  • 33 days holiday (including bank holidays) plus optional additional days
  • Enhanced Succession Planning Program
  • Car Lease Scheme
  • Hybrid working scheme and flexible working hours



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