Senior Tax Portfolio Manager

3 days ago

Maidenhead, Windsor and Maidenhead, United Kingdom TPF Recruitment Full time

We are seeking a highly skilled and experienced Senior Tax Portfolio Manager to join our esteemed client, a distinguished firm of chartered accountants based in Maidenhead. As a key member of the Personal Tax team, the successful candidate will manage a portfolio of clients, overseeing the work of junior team members and reporting to the Tax Directors & Partners.

Key Responsibilities:

  • Manage client portfolios, ensuring their needs are met and maximizing revenue.
  • Oversee the production and review of personal tax returns for both own portfolio and junior members.
  • Actively participate in tax advisory work relevant to skill level.
  • Plan, monitor, and review ad hoc tasks to ensure timely completion within set budgets.
  • Conduct consultancy work and attend client meetings as required.
  • Undertake ad hoc projects and research as necessary.
  • Allocate and review tasks, ensuring appropriate training for trainees.
  • Maintain up-to-date tax technical knowledge through continuous professional development.

Requirements

  • CTA/ACA/ACCA/ATT qualified, with consideration for QBE candidates.
  • Minimum 2 years PQE.
  • Previous experience managing a portfolio of personal tax clients within a firm of Chartered Accountants.
  • Proficient in IT (Excel, Word, tax software) and possess strong communication skills.
  • Demonstrated supervisory, organizational, and client-focused abilities.
  • Strong problem-solving skills and ability to work well under pressure.
  • Positive attitude and commitment to the firm's values.

Benefits

  • Salary circle depending on experience and qualification status.
  • Genuine Work-Life Balance.
  • 33 days holiday (including bank holidays) plus optional additional days.
  • Enhanced Succession Planning Program.
  • Car Lease Scheme.
  • Hybrid working scheme and flexible working hours.

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