HNWI Portfolio Manager

7 days ago


Bromsgrove, Worcestershire, United Kingdom PRO-TAX RECRUITMENT LIMITED Full time
Key Responsibilities

As a Personal Tax Assistant Manager, you will be responsible for managing your own portfolio of clients, including HNWI's, Non-Domiciled Individuals, Trusts, Self-Employed Individuals, and some OMB's.

You will be client-facing 80% of the time and will have the opportunity to be involved in specialist project work with our Partners. Our practice has an excellent reputation regarding progression and carving out realistic structured career paths for our tax specialists, providing opportunities to progress further to Manager level and beyond.

The estimated salary for this role is up to £55k, depending on experience, plus exclusive benefits. If you are a newly or part CTA qualified Personal Tax Assistant Manager looking for a challenging and rewarding role, please apply now.



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