Tax Portfolio Manager

3 weeks ago


Yeovil, Somerset, United Kingdom Proactive Solutions Group Ltd Full time
Corporate Tax Manager Role

As a key member of our tax team at Proactive Solutions Group Ltd, you will be responsible for managing a portfolio of clients across various industry sectors. This will involve financial management of the portfolio, including recovery rates, billing, debt, and WIP management.

Key Responsibilities

  • Managing tax compliance work on a client portfolio.
  • Helping to oversee the day-to-day management of a department, including assigning work to staff members based on their knowledge and capabilities.
  • Dealing with client queries and managing tax-only client relationships.
  • Assisting with tax planning projects, including being self-sufficient on certain tax planning projects.
  • Attending networking events and identifying opportunities to sell additional services to existing clients & prospective new clients.
  • Retailing and presenting at internal training meetings.
  • Managing the financial implications of client work, including recoveries, identification of additional work to be billed for, and selling this to clients.
  • Chasing late payment of fees.
  • Undertaking tasks within the tax-related Forensic assignments, including report drafting.
  • Being confident in the use of the latest software and discussing it with & recommending it to clients.
  • Understanding and adhering to our internal software and procedures.
  • Contributing or managing internal projects that may not be directly related to the portfolio management.

Requirements

  • Emerging sense of commercial acumen.
  • Planning and organisation.
  • Good technical knowledge of accounts preparation and tax compliance.
  • Familiarisation with personal and business tax regulations, plus VAT and PAYE.
  • Supervisory experience of accounts staff.
  • Full driving licence, plus unrestricted access to a car.

Preferred Qualifications

  • ACA / ACCA qualified.

Salary: £40-60k + benefits. Job Type: Full-time, Permanent. Company pension. Monday to Friday.


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