Wrexham based Personal Tax Portfolio Manager Opportunity | Highly established reputable firm
Your new company
You will be joining a well-established firm of Accountants who have been founded since the 1960's who provide a variety of different services to their vast client base including cloud accounting as well as general accounting services. The firm are seeking a Personal Tax Portfolio Manager to join their busy Wrexham office.
Your new role
Your new role as a Personal Tax Portfolio Manager will involve managing your own portfolio of clients and offering tax planning advice. You day to day involvement will involve helping your Personal Tax clients and their family in all aspects of their tax requirements - annual returns, capital gains considerations, wills and inheritance tax planning. Your role will be heavy on client liaison and will involve a considerable number of face to face client meetings.
What you'll need to succeed
In order to be a successful applicant for this post you will have recent experience of managing a varied personal tax portfolio within practice, tax planning and advisory work on a range of matters. CTA qualified candidates will be looked upon favourably. The firm are also looking for an ambitious individual to join their team, who will fit in well with their innovative culture. Ideally, you will also live locally to this Wrexham based position.
What you'll get in return
In return you will receive a salary of up to £35,000 dependent on experience and a competitive benefit package. This is an excellent opportunity to work for a large and reputable firm with excellent training and varied client exposure.
What you need to do now
If you're interested in this Wrexham based job, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.
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