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Permanent

Client Portfolio Tax Manager - Personal Tax

Pro-Tax Recruitment
London
money-bag £60000 Annual
Posted: 17 August 2026 (Today)
Closing date: 16 September 2026
Ref: 3157868806

Client Portfolio Manager - Personal TaxLocation: London / HybridSalary: £60,000 + benefitsAre 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 RoleYou''ll take responsibility for your own portfolio, acting as a trusted adviser to clients while ensuring all personal tax compliance work is delivered accurately and within deadline.Working closely with the partners and wider team, you''ll provide practical tax advice, manage compliance and billing, resolve client queries and help maintain the firm''s strong reputation for excellent service.Key ResponsibilitiesManage 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 ..... full job details .....

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