At a Glance
- Tasks: Manage personal tax portfolios and prepare Self Assessment tax returns for clients.
- Company: Friendly accountancy practice in Rayleigh, Essex, focused on collaboration.
- Benefits: Stable position with autonomy and support from a junior team.
- Other info: Opportunity for long-term growth in a supportive environment.
- Why this job: Perfect for those who love personal tax work and want to make a difference.
- Qualifications: Experience in Personal Tax compliance and strong communication skills.
The predicted salary is between 30000 - 40000 £ per year.
We are looking for someone with experience in Personal Tax compliance to manage a portfolio of Self Assessment tax returns for individuals, landlords, and sole traders within a friendly and supportive accountancy practice based in Rayleigh, Essex. This role focuses on the preparation and review of Self Assessment tax returns for individuals, landlords, and sole traders. It will involve regular communication with clients to obtain information, resolve queries, and support the completion of work. The portfolio is primarily made up of straightforward compliance work, with support from junior members of the team where appropriate. This is an excellent opportunity for someone who enjoys personal tax work, values autonomy, and is looking for a long-term, stable position within a collaborative practice environment. Please note, this role does not involve any Making Tax Digital (MTD) for Income Tax filings, as this will be managed separately within the practice.
Key Responsibilities
- Managing a portfolio of personal tax clients (individuals, landlords, and sole traders)
- Preparing and reviewing Self Assessment tax returns
- Preparing sole trader accounts
- Liaising directly with clients to obtain information, respond to queries, and finalise tax returns and accounts
- Corresponding with HMRC where required
- Ensuring all deadlines are met in line with compliance requirements
- Reviewing work prepared by junior team members
Small Business Portfolio Manager in Essex employer: ENS Recruitment
Join our friendly and supportive accountancy practice in Rayleigh, Essex, where we prioritise a collaborative work culture and employee growth. As a Small Business Portfolio Manager, you'll enjoy autonomy in managing your portfolio while receiving support from junior team members, ensuring a fulfilling and stable career path in personal tax compliance. Our commitment to a positive work environment and professional development makes us an excellent employer for those seeking meaningful and rewarding employment.
