Senior Tax Portfolio Manager

4 weeks ago


Portsmouth, Portsmouth, United Kingdom TPF Recruitment Full time
Job Overview

We are seeking a highly skilled and experienced Tax Advisory Manager to lead our private client tax services team. As a key member of our team, you will be responsible for managing a portfolio of private clients, trusts, and partnerships, delivering exceptional client service and producing work efficiently and effectively.

Key Responsibilities
  • Manage annual tax returns for assigned clients, ensuring timely and accurate submissions.
  • Liaise with HM Revenue & Customs on behalf of clients, resolving any issues or queries promptly.
  • Handle a diverse range of personal tax assignments, including tax forecasting, residence and domicile considerations, capital gains tax, planning, and enquiry work.
  • Address client issues and queries, providing clear and concise advice and guidance.
  • Maintain regular contact with clients, ensuring their needs are met and expectations exceeded.
  • Manage billing responsibilities for your portfolio of clients, trusts, and partnerships, ensuring accurate and timely invoicing.
  • Collaborate with the team to meet deadlines and exceed client expectations, promoting a culture of excellence and professionalism.
Requirements
  • Strong team mentality with the ability to work independently, managing multiple priorities and deadlines.
  • Qualified Tax Advisor (ATT/CTA) or qualified by experience, with a proven track record of delivering high-quality tax services.
  • Experience in a private client/personal tax environment in practice, with a deep understanding of tax laws and regulations.
  • Proficiency with tax preparation software and HMRC online services, ensuring efficient and accurate tax submissions.
  • Excellent organisational skills and experience managing a busy client portfolio, with a focus on delivering exceptional client service.
  • Attention to detail and strong analytical and problem-solving skills, with the ability to identify and resolve complex tax issues.
  • Confident and adaptable communication skills, both written and verbal, with the ability to communicate complex tax concepts to clients and stakeholders.
  • Proactive and determined attitude, with a focus on delivering results and exceeding client expectations.
Benefits
  • Salary circa £50,000 - £60,000 per annum, depending on experience and qualification status.
  • 25 days holiday plus bank holidays, providing a healthy work-life balance.
  • Hybrid working policy, allowing for flexibility and work-life balance.
  • Dress for your day policy, promoting a relaxed and inclusive work environment.
  • Paid overtime, recognizing the value of hard work and dedication.


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