3 Partner Independent practice in Liverpool seeking Personal Tax Senior/ Portfolio Manager | £24,000-£32,000
Your new company
A 3 partner independent accountancy practice in Liverpool looking to recruit a personal tax senior into a standalone role.
Your new role
As a personal tax senior/ portfolio manager, you will be responsible for your own portfolio of personal tax clients ranging from high net-worth individuals, sole traders, partners and directors of limited companies and some trusts. You will be the first point of contact for your clients and be accountable for the filing and submission of self-assessment tax returns and handling ad-hoc enquiries. Complex matters will be escalated to a Tax consultant or Tax partner whilst you will assist in the general report writing.
What you'll need to succeed
In order to be a successful applicant for this position you will have experience of managing your own varied portfolio of personal tax clients from within practice. You will posses excellent communication skills in order to establish and maintain close client relationships and to identify new business opportunities and cross-sell between departments. Candidates that are ATT/ CTA qualified will be looked upon favourably however this is not essential.
What you'll get in return
In return for your efforts you will receive a competitive salary of between £24,000-£32,000 dependent on experience and 21 days annual leave plus 8 days bank holiday. In addition, you will also receive an opportunity to join a firm a well established firm in a very easily accessible location with a very friendly and supportive team culture.
What you need to do now
If you're interested in this role, 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.