At a Glance
- Tasks: Manage your own client portfolio and provide expert tax advice.
- Company: Join a supportive, client-focused tax practice in London.
- Benefits: Competitive salary, hybrid working, and opportunities for professional growth.
- Other info: Diverse team culture welcoming applicants from all backgrounds.
- Why this job: Make a real impact while building meaningful client relationships.
- Qualifications: Strong personal tax experience and excellent communication skills required.
The predicted salary is between 55000 - 60000 £ per year.
Join a growing, client-focused tax practice with a salary of £55,000 - £60,000 plus benefits in London/Hybrid working.
Are you an experienced personal tax professional looking for a role where you can take ownership of your own client portfolio, build meaningful client relationships, and make a genuine impact within a supportive, close-knit team? Our client is seeking a Tax Client Portfolio Manager to oversee a diverse portfolio of personal tax clients, including individuals, landlords, directors, sole traders, high-net-worth individuals, trusts, and partnerships. This is an excellent opportunity for someone who enjoys combining technical tax expertise with exceptional client service.
As the primary point of contact for your portfolio, you will manage the complete Self-Assessment cycle, ensuring returns are prepared accurately, submitted on time, and supported by clear, practical advice. You will work across a broad range of personal tax matters, including:
- Income tax
- Capital gains tax
- Foreign and investment income
- Partnership and trust tax returns
- P11Ds
- PSAs
- HMRC correspondence
Beyond compliance, you will play a valuable advisory role, helping clients understand their tax position and identifying opportunities to improve tax efficiency through allowances, reliefs, and proactive planning. You will also support clients with more complex matters such as residency issues, PAYE coding queries, capital gains calculations, and inheritance tax considerations.
Working closely with partners and colleagues, you will contribute to the continued development of the practice, helping to improve processes, support junior team members, and collaborate with accounts and outsourcing teams to deliver outstanding client service.
The ideal candidate will have strong personal tax experience gained within a UK accountancy practice, excellent communication skills, and the confidence to manage client relationships independently. ATT, CTA, or qualified-by-experience candidates are welcome.
If you are friendly, detail-oriented, commercially aware, and passionate about delivering a personal service that clients truly value, we would love to hear from you.
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.
Private Client Tax Portfolio Manager in London employer: Pro-Tax
Our company is an excellent employer, offering a supportive and inclusive work culture that prioritises employee growth and development. With a focus on client relationships and a commitment to diversity, we provide our team members with the opportunity to manage their own portfolios while receiving comprehensive training and mentorship. Located in London with hybrid working options, we ensure a balanced work-life environment that fosters both personal and professional fulfilment.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Portfolio Manager in London
✨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 Pro-Tax, 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 Private Client Tax Portfolio Manager in London
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 Pro-Tax'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 Pro-Tax. 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 Pro-Tax!
How to prepare for a job interview at Pro-Tax
✨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 Pro-Tax.
✨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 Pro-Tax. It helps to show our commitment!
