Chartered Taxation Manager with Portfolio Responsibility

7 days ago


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

At TPF Recruitment, we are proud to represent a distinguished firm of chartered accountants. Our client is currently seeking a skilled individual to join their Personal Tax team in a pivotal role.


The successful candidate will manage a portfolio of clients and oversee the work of junior team members. This involves managing and optimizing the performance of the personal tax department, ensuring the needs of clients are met and revenue maximized.


Key responsibilities include:

  • Client portfolio management
  • Overseeing the production and review of personal tax returns
  • Participating in tax advisory work relevant to skill level
  • Planning, monitoring, and reviewing ad hoc tasks
  • Conducting consultancy work and attending client meetings as required
  • Undertaking ad hoc projects and research as necessary
  • Allocating and reviewing tasks, ensuring appropriate training for trainees

Maintaining up-to-date tax technical knowledge through continuous professional development is crucial.


Requirements
  • CTA/ACA/ACCA/ATT qualified, with consideration for QBE candidates
  • Minimum 2 years PQE experience
  • Previous experience managing a portfolio of personal tax clients within a firm of Chartered Accountants
  • Proficient in IT (Excel, Word, tax software) and 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: £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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