Accountancy Practice

Personal Tax Portfolio Manager Permanent

An established, independent Accountancy practice are seeking a Personal Tax Portfolio Manager. This opportunity would suit an existing Tax Manager or someone aspiring to develop into this position.

You would benefit from working within a well appointed office with good transport links and a supportive culture. This role would suit someone who is ATT qualified or even qualified by experienced.

You will be working closely with the Tax Director and  benefit from the experience of an experienced Tax team.

The Personal Tax Portfolio Manager would be working for an extremely flexible practice in terms of hybrid working from home opportunities, flexi start and finish times. Additional benefits include; annual bonuses, private health care and staff socials throughout the year.


Personal Tax Portfolio Manager Duties and Responsibilities:

  • Preparing personal tax returns.
  • Reviewing work of more junior staff and getting involved with their training.
  • Preparing 30 (now 60) day CGT reports.
  • Dealing with day to day and technical queries arising out of the client base which may include:-
    • PAYE coding notice changes,
    • Capital gains tax queries and calculations,
    • Allowable expense queries,
    • Consideration of incorporation for self-employed clients,
    • Rental property queries
    • Annual pension allowance tax charge issues including issues specific to the NHS pension scheme (training can be provided in this area)
  • Meeting potential new clients.
  • Monitoring WIP levels on the client base and ensuring billing is kept up to date.
  • Opportunity to be involved with the firm’s client newsletter, seminars provided to update existing clients or as a marketing activity to bring in new clients.
  • Opportunity to be involved in shaping the firm’s tax systems and procedures.


This is an excellent opportunity to join a flexible employer and full and part time applications will be considered.

Working hours: 37.5 hours per week, flexi start and finish times and hybrid working from home options.


Bowen Eldridge Recruitment is acting as an Accountancy Practice Recruitment Agency on behalf of a client to appoint this vacancy.

If this role is not quite right for you but know someone who might be suitable, be sure to send them this link and make the most of our candidate referral scheme.

Tagged as: ATT, cta, personal tax, tax manager


Job Overview

  • Date Posted: Posted 4 days ago
  • Expiration date: 11th December 2021
  • Location: Cardiff
  • Job Title: Personal Tax Portfolio Manager
  • Salary: £30000 - £38000 plus hybrid working from home options
Apply for job

Apply For This Job