Personal Tax Portfolio Manager
2 days ago
Personal Tax Portfolio Manager Opportunity
We are seeking an experienced Personal Tax Portfolio Manager to join our team at Clark Wood - Tax Recruitment.
The successful candidate will have extensive experience in managing and growing a portfolio of clients, with a strong focus on personal tax, trust, and partnership tax returns.
This is a fantastic opportunity for a skilled professional to take their career to the next level, working with high net worth individuals, multi-generational families, and very high net worth individuals.
Key Responsibilities:
- Preparing tax returns for HNWI, UHNWIs; Preparation of partnership tax returns and trusts
- Managing a portfolio of clients, acting as the main point of contact
- Identifying tax planning opportunities for individuals and trusts
- Assisting a tax partner with tax consulting work relevant to HNWI and trusts
Requirements:
The successful candidate will have:
- Extensive experience in personal tax, trust, and partnership tax returns
- Excellent communication and interpersonal skills
- A proven ability to manage and grow a portfolio of clients
- Strong analytical and problem-solving skills
What We Offer:
Clark Wood - Tax Recruitment offers a competitive salary package, including a salary range of £37,000 - £45,000, depending on experience. In addition, we offer a range of benefits, including ongoing training and development opportunities, a supportive and collaborative team environment, and the chance to work with a diverse range of clients.
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