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Manage a portfolio of clients including company directors, business owners, high net worth individuals and partnerships. Be comfortable with a high level client communication and be able to play a managerial function for more junior members of the team.

Client Details

Join a leading independent firm based in the heart of Bath. Exemplary client service is at the heart of everything they do. They have a proven track record of creating bespoke solutions for aspirations business owners, individuals and their families.

Description

Overview

Role involves managing a portfolio of clients and supporting senior staff on advisory projects, with emphasis on tax compliance, client service and development of junior team members.

Responsibilities

• Manage a portfolio of clients including company directors, business owners, high net worth individuals and partnerships.
• Manage the tax relationships with clients and provide an exceptional level of client service.
• Review income tax and capital gains tax computations, including liaising with specialists on technical matters.
• Review business and corporation tax computations, prepared by the Business Services team, for SMEs.
• Provide support and guidance for junior members of the team.
• Support Partners on advisory projects.
• Research and understand technical matters and present them in a comprehensible and practical way.

Qualifications

• ACA/ACCA and/or ATT qualified. CTA desirable.
• The ideal candidate will have a solid grounding in tax compliance review and portfolio management together with a desire to expand their technical knowledge and advisory skills.
• Knowledge of inheritance tax and taxation of trusts desirable but not essential.
• Excellent communicator with both clients and colleagues, both written and oral.
• Client driven and commercially aware.
• Team player with an enthusiastic and flexible attitude to work.

Job Offer

• A competitive base salary of £45,000-£62,000
• 25 days annual leave
• Flexi time and toil available
• Hybrid Working
• Pension contributions
• Hybrid and flexible working arrangements
• Parking on site
• Clear careers progression

Further Information

If this role is of interest please contact Connor Matthews at Michael Page on 07778333489

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Accounting/Auditing and Finance
• Industries: Accounting

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