Tax Portfolio Manager

24 hours ago


Liverpool, Liverpool, United Kingdom Public Practice Recruitment Ltd Full time

Job Title: Tax Portfolio Manager

Job Summary:

We are seeking a highly skilled Tax Portfolio Manager to join our team at Public Practice Recruitment Ltd. As a Tax Portfolio Manager, you will be responsible for managing a portfolio of tax clients, providing expert advice on tax compliance and advisory services.

Key Responsibilities:

  • Manage a portfolio of tax clients, including commercial aspects of portfolio management.
  • Undertake a range of tax assignments, including personal and corporation tax returns and computations, international and inheritance tax, national insurance, trusts and estates tax, and VAT.
  • Review computations prepared by junior staff with constructive feedback and identify training gaps.
  • Research and interpret changes to tax legislation, both UK and overseas.
  • Liaise with HMRC to negotiate on behalf of clients.
  • Create tax strategies and plan their financial futures.
  • Undertake detailed computations to calculate tax liability and advising on how to minimise liability.
  • Build strong rapport with clients, proactively handling queries and resolving complex issues.
  • Champion professional development, undertaking regular training opportunities.

About the Role:

This is an exciting opportunity to join a reputable firm in the UK, providing a full suite of financial support to a diverse and growing client portfolio. As a Tax Portfolio Manager, you will be part of a people-led approach, delivering service excellence and enjoying stable growth.

What We Offer:

  • A competitive salary of £50,000 to £70,000 per annum.
  • A full-time, permanent position with flexible working considered.
  • An enhanced company pension scheme.
  • 24 days annual leave plus bank holidays.
  • Birthday off.
  • Adjusted terms for Christmas period.
  • Health and wellbeing initiatives.
  • Tailored professional development opportunities.
  • A bonus scheme.
  • Inclusive company values.

Requirements:

  • Qualified, part-qualified, or studying with recent experience within UK practice.
  • Qualified by experience would also be considered.
  • Excellent communication skills, both verbal and written.
  • Track record of portfolio management, including monitoring and reporting on all commercial aspects.
  • Organised and able to manage own workload.
  • Self-motivated and reliable.
  • A drive to deliver technical knowledge as a point of call for the team.
  • Confident in reviewing processes and improving systems to boost efficiency.
  • An eagerness to progress with the firm, undertaking continuous professional development.

About Public Practice Recruitment Ltd:

Public Practice Recruitment Ltd recruits high-calibre accounting professionals at all levels for tax, accounts, and auditor jobs on both a permanent and temporary basis for accountancy firms. We specialise solely in accountancy recruitment, regularly having new auditor jobs and accountancy jobs in the UK, and have a superb track record of meeting and exceeding expectations for accountants looking for their next accounting role.


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