Client Portfolio Tax Manager - Personal Tax

• Client Portfolio Manager - Personal Tax
• Location: London / Hybrid
  Salary: £60,000 + benefits

Are you an experienced Personal Tax professional looking for a role where you can build long-term client relationships, provide meaningful advice and take genuine ownership of your portfolio?

Our client is a friendly, well-established accountancy practice seeking a Client Portfolio Tax Manager to manage a diverse portfolio of personal tax clients.

This is an excellent opportunity to join a close-knit team where you'll have real autonomy, enjoy regular client contact and play an important role in the continued growth of the practice.

The Role

• Manage a varied portfolio of personal tax clients, including individuals, landlords, company directors, sole traders and high-net-worth individuals.
• Prepare and review Self-Assessment, partnership and trust tax returns.
• Prepare P11Ds and PSA calculations.
• Calculate tax liabilities and advise clients on payments, tax positions and compliance requirements.
• Manage HMRC correspondence, enquiries and client queries.
• Identify tax planning opportunities and provide practical advice on areas including Capital Gains Tax, residency and Inheritance Tax.
• Work collaboratively with the accounts and outsourcing teams to ensure information is obtained efficiently.
• Support and develop junior team members through training and review.
• Contribute to improvements in internal processes, systems and templates.
• Work closely with partners on more complex client matters where required.

About You

We're looking for a confident Personal Tax professional who enjoys working directly with clients and takes pride in delivering a high-quality, personal service.

You'll ideally have

• Experience managing a personal tax portfolio within a UK accountancy practice.
• Strong technical knowledge of Self-Assessment, Capital Gains Tax and personal tax compliance.
• Experience handling HMRC enquiries and more complex personal tax matters.
• Excellent communication skills, with the ability to explain technical tax issues clearly and in plain English.
• The confidence to manage client relationships from initial contact through to completion.
• Experience with tax software;

Tax Calc experience would be advantageous.

• ATT or CTA qualification is preferred, although candidates qualified by experience will also be considered.

What's on Offer?

• A varied and interesting portfolio of clients.
• A supportive, collaborative team environment.
• Genuine autonomy and responsibility.
• The opportunity to build strong, long-term client relationships.
• Ongoing professional development and career progression.
• A competitive salary and benefits package.
• The opportunity to make a real contribution to the continued growth of the practice.

If you're an experienced Personal Tax professional looking for a role where your technical expertise, commercial judgement and client relationships are genuinely valued, we'd love to hear from you.

For more information, please contact John Corfield at john. corfield@pro-tax. co. uk .

As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique.

We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.

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