Private Client Tax Portfolio Manager

  • Location

    Winchester, Hampshire

  • Sector:

    Personal Tax

  • Job type:

    Permanent

  • Salary:

    + Excellent Benefits

  • Contact:

    Debbie Stent

  • Contact email:

    daxtra.uk@hays.com

  • Job ref:

    3828820_1597079802

  • Published:

    about 2 months ago

  • Expiry date:

    2020-09-09

  • Client:

    #

Private Client Tax Manager, Winchester, £50-60,000. Advisory & planning.

You will be working for a highly reputable 6 Director Firm of accountants with multiple offices, with plans to continue to expand and grow the firm. They seek a Personal Tax Manager to join their team based in the Winchester office working on a broad range of clients.

As a Personal Tax Manager you will be joining a small team and will manage your own portfolio of clients, providing tax advisory and tax planning services to the firms personal tax clients. You will manage client meetings and actively build client relationships, advising on a broad range of topics such as inheritance tax planning, income protection and capital gains. You will personally manage a varied portfolio, predominantly consisting of HNWI's but also including farm owners, estates, trusts and limited company business owners. The role will offer a mix of compliance and advisory work as well as picking up workflow and ad hoc projects from the main office, and may also include some travel between the firm's three offices.

You will ideally be ATT or CTA qualified (or actively studying) with previous experience of managing a portfolio of private client tax clients, looking after their tax obligations in terms of deadlines and necessary compliance work. There will be an advisory component to the role which can be negotiated; increased or decreased over time as you prefer, so excellent interpersonal and communication skills are essential.

You will receive a competitive salary, dependent on experience, up to £60,000. There is a generous pension scheme (starting at 11%, rising to 15% with time) a Death In Services scheme, along with 28 days holiday, plus bank holidays, rising to 30 days after two years of service. A parking permit is provided to all staff.

If you would like to discuss this opportunity in confidence please submit your CV and covering note immediately or contact Debbie Stent on 07900 224915.

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