Tax Portfolio Manager

2 months ago


Yeovil, Somerset, United Kingdom Proactive Solutions Group Ltd Full time
Job Summary:
Proactive Solutions Group Ltd is seeking a highly skilled Tax Portfolio Manager to join our team. This is an excellent opportunity for someone looking to take on a challenging and rewarding role within a dynamic and growing organization.

About the Role:
The Tax Portfolio Manager will be responsible for managing a portfolio of clients across various industry sectors, including sole-traders, partnerships, and limited companies. You will be responsible for the financial management of the portfolio, including recovery rates, billing, debt, and WIP management.

Main Responsibilities:
  • Manage the tax compliance work on a client portfolio.
  • Oversee the day-to-day management of a department, including assigning work to staff members based on their knowledge and capabilities.
  • Deal with client queries and manage tax-only client relationships.
  • Assist with tax planning projects, including being self-sufficient on certain tax planning projects.
  • Attend networking events and identify opportunities to sell additional services to existing clients and prospective new clients.
  • Run and present at internal training meetings.
  • Manage the financial implications of client work, including recoveries, identification of additional work to be billed for, and selling this to clients.
  • Identify and chase late payment of fees.

Requirements:
To be successful in this role, you will need:
  • An emerging sense of commercial acumen.
  • Planning and organization skills.
  • Good technical knowledge of accounts preparation and tax compliance.
  • Familiarization with personal and business tax regulations, plus VAT and PAYE.
  • Supervisory experience of accounts staff.
  • A full driving license, plus unrestricted access to a car.

Preferred Qualifications:
ACA or ACCA qualified is preferred.

Salary and Benefits:
The salary for this role is £45,000 - £60,000 per annum, depending on experience, plus company pension and benefits. The job can be hybrid, with Monday to Friday working hours.

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