Personal Tax Senior/Manager

Longman Tax Recruitment; Wilmslow; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading independent firm is seeking an experienced Personal Tax Senior or Manager to manage a portfolio of high-net-worth clients. This role offers the chance to work in a supportive environment with opportunities for progression, focusing on client relationships and service improvement.

Qualifications

• Proven skills in meeting clients and discussing their needs.
• Experience in managing high-net-worth individuals.
• Relevant UK tax experience required.

Responsibilities

• Manage a growing portfolio of high-net-worth individuals.
• Handle client queries and support the Partner with project work.
• Modernise processes and improve service offerings.

Skills

Client Relationship Management

Tax Advisory

Process Improvement

Job description

Our client is an established independent firm with a relaxed, people-focused culture and plenty of opportunity for progression.

Job Overview

Working as part of a lively team, you will take responsibility for managing a growing portfolio of high-net-worth individuals, Directors, and self-employed professionals. You should be highly personable and confident, with proven skills in meeting clients to discuss their needs, updating them, handling queries, and supporting the Partner with project work, including modernising processes and improving service offerings.

Opportunity

This is a fantastic opportunity for an experienced Personal Tax Senior or Manager to take the lead and work towards future growth.

Requirements

• Legal right to work in the UK
• Relevant UK tax experience
• Candidates already registered with us will be considered for this Staffordshire tax vacancy or other relevant roles