Personal Tax Senior/Manager

Taxation; Sheffield; On-site; GBP 60,000 - 80,000; Full time

Job summary

A financial services firm in Sheffield is seeking an experienced Personal Tax Senior or Manager to manage a portfolio of high-net-worth individuals and assist with project work. This role involves engaging with clients to assess their needs and enhancing service offerings. Ideal candidates should possess excellent communication skills and a solid background in personal tax. Opportunities for professional growth and a supportive team environment await the right candidate.

Qualifications

• Proven skills in client management and communication.
• Experience with high-net-worth individuals.
• Ability to manage projects and support partners.

Responsibilities

• Manage a growing portfolio of high-net-worth clients.
• Discuss client needs and handle queries.
• Support the Partner with project work.

Job description

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

Working as part of a lively team you will take responsibility in managing a growing portfolio of high-net-worth individuals, Director and self-employed professionals. Highly personable and confident you will have proven skills in meeting clients to discuss their needs and update with them through to handling queries and supporting the Partner with any project work which include modernising the process through to improving the service offering.

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