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 working

Are 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 considerations.

Working closely with partners and colleagues, you will contribute to the continued development of the practice, helping to improve processes, support junior team members, and collaborate with accounts and outsourcing teams to deliver outstanding client service.

The ideal candidate will have strong personal tax experience gained within a UK accountancy practice, excellent communication skills, and the confidence to manage client relationships independently. ATT, CTA, or qualified-by-experience candidates are welcome.

If you are friendly, detail-oriented, commercially aware, and passionate about delivering a personal service that clients truly value, we would love to hear from you.

Take the next step in your tax career and join a practice where your expertise, initiative, and client relationships can thrive. Contact John at Pro Tax at john.corfield@pro-tax.co.uk

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As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.