Senior Tax Portfolio Manager
3 weeks ago
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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