Tax Portfolio Manager
3 weeks ago
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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