At a Glance
- Tasks: Manage a portfolio of personal tax clients and prepare Self Assessment tax returns.
- Company: Friendly accountancy practice in Rayleigh, Essex, focused on personal tax compliance.
- Benefits: Competitive salary, 25 days leave, private health insurance, and supportive team environment.
- Other info: Stable role with long-term opportunities and junior support available.
- Why this job: Enjoy autonomy while making a real impact in personal tax compliance.
- Qualifications: Experience in UK Self Assessment tax returns and strong client communication skills.
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 staff and providing guidance where necessary
- Supporting clients with day-to-day personal tax compliance matters
- Identifying basic tax planning opportunities where appropriate within a compliance-focused role
Person Specification
- Experience preparing UK Self Assessment tax returns within an accountancy practice
- Experience preparing sole trader accounts
- Ability to manage a portfolio of clients independently
- Strong organisational skills and ability to meet deadlines
- Excellent attention to detail and accuracy
- Confident communicator with a professional approach to client relationships
- Experience supporting or reviewing work prepared by junior staff
- Familiarity with tax and accounts software (e.g. Iris, Xero, Sage or similar)
- Experience handling regular client communication within a practice environment
About You
We are looking for someone with experience in personal tax compliance who enjoys the compliance side of tax and takes pride in delivering accurate, high-quality work for clients. This role would suit someone who values:
- Ownership of their own client portfolio
- A stable and supportive working environment
- Regular client contact and relationship management
- A well-structured workload with junior support available where needed
What our client offers
- Competitive salary: £32,000 – £35,000 (depending on experience)
- Employer Pension Contributions
- Full-time, permanent position
- 25 days annual leave, plus bank holidays and your birthday off
- Private health insurance after completion of probationary period
- Free on-site car parking
- Supportive and friendly team environment
- Assistance from junior staff to support workload
- Long-term opportunity within an established practice
Working Hours
- Our office hours are 9am till 5pm
- Office-based role, with flexibility to work from home by agreement once fully established in the role
Career Progression
This is a long-term role focused on personal tax compliance and client portfolio management. While there is scope to develop within the role, it is ideally suited to someone looking for stability and depth within personal tax rather than a fast-track progression into broader advisory or senior leadership roles.
For further information apply today or contact Kim Baker, ENS Recruitment Southend.
Small Business Portfolio Manager in Rayleigh employer: ENS Recruitment
Join a friendly and supportive accountancy practice in Rayleigh, Essex, where you can take ownership of your own client portfolio while enjoying a stable and collaborative work environment. With competitive salaries, generous annual leave, and opportunities for professional growth, this role is perfect for those who value autonomy and meaningful client relationships in personal tax compliance. Benefit from a supportive team atmosphere, assistance from junior staff, and the flexibility to work from home once established in your role.
StudySmarter Expert Advice🤫
We think this is how you could land Small Business Portfolio Manager in Rayleigh
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as ENS Recruitment, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace Small Business Portfolio Manager in Rayleigh
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch ENS Recruitment's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at ENS Recruitment. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at ENS Recruitment!
How to prepare for a job interview at ENS Recruitment
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for ENS Recruitment.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within ENS Recruitment. It helps to show our commitment!
