At a Glance
- Tasks: Manage your own portfolio of personal tax clients and ensure their tax affairs are handled accurately.
- Company: Join a highly regarded independent accountancy practice with a supportive team culture.
- Benefits: Enjoy a stable career with a focus on work-life balance and client relationships.
- Other info: Great opportunity for long-term career growth in a friendly environment.
- Why this job: Experience autonomy in your role while building strong client connections.
- Qualifications: Experience in personal tax compliance and strong communication skills.
The predicted salary is between 40000 - 50000 £ per year.
Small Business Portfolio Manager (Personal Tax)
Location: Essex Full-Time | Permanent Looking for a personal tax role where you can genuinely enjoy what you do?
We're working with a highly regarded independent accountancy practice that prides itself on looking after both its clients and its people.
Due to continued growth, the firm is looking to recruit an experienced Small Business Portfolio Manager to join its friendly and supportive team.
This is an excellent opportunity for someone who enjoys the compliance side of personal tax and is looking for a long-term career within a well-established practice.
Unlike many tax roles, this position is focused on managing your own portfolio of clients rather than constant advisory projects or unrealistic billing targets.
You'll have the autonomy to build strong client relationships whilst being supported by an experienced team around you.
The Role You'll be responsible for managing a portfolio of individuals, landlords and sole traders, ensuring their tax affairs are dealt with accurately, professionally and on time.
Your responsibilities will include: Managing your own portfolio of personal tax clients.
Preparing and reviewing Self Assessment tax returns.
Preparing sole trader accounts.
Liaising directly...
