Senior Tax Portfolio Manager
3 days ago
Clark Wood - Tax Recruitment
We are seeking a highly skilled and ambitious Personal Tax Assistant Manager or established Tax Manager to lead our team in South Wales.
The successful candidate will work closely with our Senior Tax Managers and Partners to ensure the efficient provision of technical services to clients across the UK.
This role requires ATT or CTA qualification and a minimum of 5 years' experience in Personal Tax. The salary for this position is estimated to be £45,000 - £50,000 per annum.
About the Role:
- Manage and service private client portfolios, including self-assessment tax returns and advisory work.
- Develop and implement departmental initiatives and programmes.
- Maintain up-to-date department administration and routine tasks.
- Identify cross-selling opportunities through networking.
- Support our Tax Partners.
- Market our tax service line by attending client functions and seminars.
- Review complex client tax returns.
Key Skills and Qualifications:
- ATT or CTA qualification.
- Minimum 5 years' experience in Personal Tax.
- Strong leadership and management skills.
- Excellent communication and interpersonal skills.
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