Private Client Tax Portfolio Manager

Private Client Tax Portfolio Manager - Join a Growing, Client-Focused Tax Practice£55,000 - £60,000 plus benefits London/Hybrid workingAre 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, and 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 ..... full job details .....