Personal Finance Supervisor

4 days ago


Southall, Greater London, United Kingdom PRO-TAX RECRUITMENT LIMITED Full time
Fulfilling Career Move

We are seeking a highly skilled Personal Tax Manager to join our team in West London. As a well-established firm in private wealth, we offer a fulfilling career move for those looking to expand their expertise in personal tax.

This role involves managing a portfolio of high net worth individuals and directors, delivering tax compliance and planning services. If you have a strong background in personal tax and experience managing a portfolio, this opportunity is ideal for you.

Your Key Responsibilities:

  1. Manage your own portfolio of clients, providing tax compliance services and supporting them with tax planning initiatives.
  2. Collaborate with junior members of staff to review and manage their personal tax work, ensuring high-quality output.
  3. Deliver tax planning services, including capital gains, inheritance tax planning, and succession planning.

Why Join Us?

  • Be part of an ambitious and motivated tax practice, expanding its client base and offering exciting opportunities for growth.
  • Work with high net worth individuals on various tax planning projects, gaining extensive tax exposure.
  • The annual salary for this position is £45,000, with hybrid working arrangements and an excellent benefits package.

Requirements:

  • A strong personal tax background, with experience managing a portfolio and delivering tax planning services.
  • Qualifications: ATT / CTA / ACA / ACCA.
  • Tax compliance experience is essential; tax planning experience or dealing with trusts/inheritance tax is desirable.


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