At a Glance
- Tasks: Manage a personal tax client portfolio and provide proactive tax advice.
- Company: A supportive 5 Partner Firm in Central London with a friendly culture.
- Benefits: High autonomy, collaborative environment, and opportunities for professional growth.
- Other info: Join a dynamic team focused on excellence and innovation in tax services.
- Why this job: Make a real impact by managing diverse client portfolios and enhancing your tax expertise.
- Qualifications: ATT or CTA qualification, or equivalent experience in UK accountancy.
The predicted salary is between 51750 - 63250 £ per year.
Are you an experienced personal tax professional seeking a high-autonomy role where you can manage your own portfolio end-to-end within a close-knit, supportive practice?
About the Firm
This 5 Partner Firm based in Central London is an approachable practice offering a wide range of first-class services that are technically excellent and delivered in a personal, friendly way. Managing a client base ranging from high-net-worth individuals, landlords, and directors to businesses with turnover up to £200m, the practice combines technical excellence with a genuinely collaborative working environment.
As a Personal Tax Client Portfolio Manager you will:
- Act as the primary point of contact for a personal tax client portfolio including HNWIs, landlords, sole traders, and company directors.
- Manage the full annual Self-Assessment tax return cycle, maintaining oversight of deadlines, workflow, and billing.
- Prepare and review partnership tax returns, trust tax returns, P11Ds, and PSAs alongside complex capital gains, foreign income, and investment tax calculations.
- Provide practical, proactive personal tax advice on allowances, reliefs, and timing of disposals while directly supporting partners on complex statutory HMRC enquiries and advisory matters.
- Collaborate across practice teams to streamline Making Tax Digital (MTD) processes and mentor junior staff on basic compliance reviews.
As the successful candidate you will:
- Hold an ATT or CTA qualification, or be demonstrably Qualified by Experience (QBE).
- Possess substantial personal tax experience gained within a UK accountancy practice.
- Demonstrate strong technical expertise across Self-Assessment, capital gains tax, and handling HMRC correspondence or enquiries.
- Have proven experience autonomously managing client portfolio deadlines, billing, and workflows within a small-team environment.
- Be highly proficient in tax compliance software, ideally TaxCalc.
At Austin Rose, we specialise in Public Practice recruitment and use our market insight to support professionals in securing roles aligned with their long-term ambitions.
Tax Client Portfolio Manager in London employer: Austin Rose Associates Limited
Austin Rose Associates Limited is an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation in the heart of Aberdeen. With a strong focus on employee growth, you will have the opportunity to lead high-impact projects while enjoying a comprehensive benefits package that includes hybrid working options, medical cover, and a competitive pension contribution, making it a rewarding place to advance your career in corporate tax.
Contact Details:
Austin Rose Associates Limited Recruitment Team
