Personal Tax Portfolio Manager

2 weeks ago


Bristol, Bristol, United Kingdom First 2 Recruit Full time

Company Overview:

First 2 Recruit, a renowned recruitment agency, is seeking an exceptional Personal Tax Portfolio Manager to join their team. The ideal candidate will have a strong background in personal tax and experience in managing high net worth private clients.

Salary:

The estimated annual salary for this role is £65,000, depending on experience.

Job Description:

The successful applicant will be responsible for managing a portfolio of high net worth private clients, handling compliance and advisory needs. They will also assist with the management of the group, supervising and reviewing junior staff work.

Key Responsibilities:

Managing complex tax affairs of high net worth private clients, including non-UK domiciliariesSupervising and reviewing the work of junior staffAssisting with tax-related projects outside of normal portfolio responsibilities

Required Skills and Qualifications:

The ideal candidate will possess relevant strong experience in a personal tax role, with experience of running a tax compliance portfolio and using computerised accounts or tax packages. Previous experience as a manager or assistant manager is essential.

Benefits:

  • Opportunity to progress within the organisation
  • Agile working and flexibility

Working Environment:

The personal tax team sits within First 2 Recruit's Private Wealth and Estates Group, recognised for its expertise in advising private clients and their businesses.


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