Rural Tax Portfolio Manager

1 week ago


Yeovil, Somerset, United Kingdom Old Mill Full time
About the Role

We are seeking an experienced Rural Tax Portfolio Manager to join our dynamic team. As a key member of our rural team, you will support one of our senior advisers with a diverse and growing portfolio of rural businesses.

Your Key Responsibilities:

  • Manage Client Relationships: Deliver high-quality accountancy and tax services to your clients, ensuring their needs are met and exceeded.
  • Tax Advisory Services: Work closely with our tax team and adviser to handle complex tax advisory work, meeting deadlines and standards for senior review.
  • Portfolio Oversight: Prepare and manage non-compliance work, easing the workload and ensuring smooth delivery of client services.
  • Account Preparation: Oversee the preparation, execution, and sign-off on accounts and tax work to ensure accuracy and compliance.
  • Business Development: Proactively identify opportunities to add value for both clients and the firm, collaborating with specialists across the business to meet clients' needs.
Requirements

To be successful in this role, you will need:

  • A strong accountancy background, already chartered, with experience in tax.
  • Excellent communication skills to build strong relationships with clients and colleagues.
  • Experience in a similar role within a practice environment, managing multiple client accounts effectively.
  • A self-motivated individual dedicated to delivering exceptional client service and driving results.
Benefits

We offer a comprehensive benefits package designed to support your wellbeing and growth:

  • Generous Holiday Allowance: 26 days of annual leave, plus bank holidays, with the option to purchase up to 5 additional days.
  • Celebrate Your Birthday: Enjoy an extra day off to celebrate.
  • Flexible Working: Our hybrid model allows for 3 days a week in the office, providing a great work-life balance.
  • Employee Assistance Programme: Free, confidential support available 24/7 for your mental, physical, and financial wellbeing.
  • Ongoing Professional Development: Full funding for professional qualifications and continuous learning opportunities to support your career progression.
  • Perks and Discounts: Access to exclusive employee discounts on a range of products and services.
What We Offer

At Old Mill, we believe that respect, trust, and collaboration are at the heart of everything we do. With a team of over 350 professionals, we combine the close-knit culture of a local firm with the capabilities of a much larger organisation. We create a positive work environment where everyone has the opportunity to thrive and be part of something meaningful.

Our open-minded and passionate culture means we embrace challenges, continually seek improvement, and celebrate the diversity of ideas. Whether you're collaborating with colleagues or working directly with our clients, you'll be empowered to make a real impact.



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