Tax Portfolio Manager
3 weeks ago
This Tax Portfolio Manager role involves managing a diverse portfolio of private tax clients, including HNWI's, land & estates, agriculture, entrepreneurs, partnerships & trusts. The successful candidate will provide excellent tax advisory & compliance services and work closely with the senior leadership team to mentor juniors.
Our client is a Top-10 accountancy firm and is growing their Salisbury-based tax team after substantial growth and internal progression. They pride themselves on their commitment to providing exceptional customer service and their ability to create innovative solutions for their clients.
Description
- Managing a portfolio of clients in the professional services industry.
- Providing tax advisory and compliance services.
- Working closely with the tax team to deliver top-quality service.
- Ensuring client satisfaction and building strong relationships.
- Staying updated with tax legislation changes and informing clients accordingly.
- Identifying opportunities to provide additional services to clients.
- Contributing to team meetings and firm-wide training sessions.
- Assisting with internal projects as required.
Profile
A successful Tax Portfolio Manager should have:
- Hold a professional qualification in tax or accountancy - CTA, ACA, ACCA, CA or equivalent.
- Client management experience in a UK accountancy practice.
- Excellent communication skills, both written and verbal.
- Strong organisational and time management skills.
- Knowledge of current tax legislation and compliance regulations.
- Ability to build strong relationships with clients and team members.
Job Offer
- A competitive salary in the range of £40,000 - £50,000 per year.
- Comprehensive benefits package - can be discussed upon enquiry.
- Opportunity to work in a supportive and professional environment.
- Structured career progression and development opportunities.
- Chance to work with a diverse portfolio of clients across a broad spectrum of industries and specialisms.
We are looking for a skilled and ambitious Tax Portfolio Manager to join our team.
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