Senior Tax Portfolio Manager
3 weeks ago
Job Title: Senior Tax Portfolio Manager
Client: Accountancy Practice
The Role
You will be responsible for managing the tax team and overseeing the private client tax portfolio. As a key member of the team, you will work closely with clients to help them achieve their business and personal goals. This will involve both advisory and compliance work.
You will be responsible for managing a diverse range of personal tax assignments, including tax forecasting, residence and domicile considerations, capital gains tax, planning, and enquiry work. You will also be responsible for training and supervising junior staff.
Responsibilities
- Managing annual tax returns for assigned clients
- Liaising with HM Revenue & Customs on behalf of clients
- Handling a diverse range of personal tax assignments
- Addressing client issues and queries promptly
- Maintaining regular contact with clients
- Managing billing responsibilities for your portfolio of clients, trusts, and partnerships
- Collaborating with the team to meet deadlines and exceed client expectations
- Training and supervising junior staff
Requirements
- Strong team mentality with the ability to work independently
- Qualified Tax Advisor (ATT/CTA) or qualified by experience
- Experience in a private client/personal tax environment in practice
- Proficiency with tax preparation software and HMRC online services
- Excellent organisational skills and experience managing a busy client portfolio
- Attention to detail and strong analytical and problem-solving skills
- Confident and adaptable communication skills, both written and verbal
- Proactive and determined attitude
- Strong client service orientation
Benefits
- Competitive salary
- Exciting opportunity to take on a newly created role
- Collaborative team culture with support and genuine progression opportunities
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