Tax Portfolio Manager

☞ Bennett & Game Recruitment Limited

View: 101

Update day: 01-06-2024

Location: Gerrards Cross South East

Category: Finance / Bank / Stock Sales

Industry: Staffing Recruiting

Position: Associate

Job type: Full-time

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Job content

Job Profile

Tax Senior required to join the Gerrard’s Cross based office of an expanding Tax team for a seriously fast growing accountancy practice. The successful Tax Senior will be able to work efficiently on self-assessments and be able to confidently contact both clients and HMRC. The role of a Tax Senior requires attention to detail and an ability to work well within the Tax team. If you are an experienced Tax Senior with a keen eye for detail, then this company could be the one for you.

The Tax Senior applicant must have at least 2 years’ experience within a practice, preparing self-assessment tax returns. The role of the Tax Senior is to manage their own portfolio, as well as provide assistance to the Tax Manager and Tax Director as and when required.

Tax Portfolio Manager Position Overview
  • Manage a portfolio of around 250 clients.
  • Liaise with clients/HMRC by post, email and phone
  • Carry out and deal with IHT, CGT & EMI for a number of clients
  • Be responsible for billing clients
  • Assist the tax manager and directors as required
  • Manage work load and be efficient in time keeping
Tax Portfolio Manager Position Requirements
  • ATT/AAT/CTA qualifications may be useful but are not essential - practical experience is more important
  • Excellent inter-personal and communication skills
  • 2 years’ experience working in an accountancy practice.
  • 2 years of experience preparing self-assessment income tax returns and correspondence
  • Good understanding of Word, Excel and Outlook and tax software packages
Tax Portfolio Manager Position Remuneration
  • Salary £40,000 to £50,000 dependant on experience and qualifications
  • Hybrid work from home model (3 days per week)
  • 25 days holiday a year plus bank holidays
  • Parking allowance
  • New modern office environment
  • Flexibility when working from home
  • Study support is available to study ATT or CTA for the right candidate
Bennett and Game Recruitment are a multi-disciplined technical recruitment agency based in Chichester, West Sussex operating across the UK with specialist teams covering a range of industries. We are acting as a Recruitment Agency in relation to this vacancy.
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Deadline: 16-07-2024

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