Tax Client Portfolio Manager

Private Client Tax Portfolio Manager
-5 Partner Firm
-Central London

Are you an experienced personal tax professional seeking a high-autonomy role where you can manage your own portfolio end-to-end within a close-knit, supportive practice?

This 5 Partner Firm based in Central London is an approachable practice offering a wide range of first-class services that are technically excellent and delivered in a personal, friendly way. Managing a client base ranging from high-net-worth individuals, landlords, and directors to businesses with turnover up to £200m, the practice combines technical excellence with a genuinely collaborative working environment.

• Act as the primary point of contact for a personal tax client portfolio including HNWIs, landlords, sole traders, and company directors.
• Manage the full annual Self-Assessment tax return cycle, maintaining oversight of deadlines, workflow, and billing.
• Prepare and review partnership tax returns, trust tax returns, P11
  
  Ds, and PSAs alongside complex capital gains, foreign income, and investment tax calculations.
• Provide practical, proactive personal tax advice on allowances, reliefs, and timing of disposals while directly supporting partners on complex statutory HMRC enquiries and advisory matters.
• Collaborate across practice teams to streamline Making Tax Digital (MTD) processes and mentor junior staff on basic compliance reviews.

• Hold an ATT or CTA qualification, or be demonstrably Qualified by Experience (QBE).
• Possess substantial personal tax experience gained within a UK accountancy practice.
• Demonstrate strong technical expertise across Self-Assessment, capital gains tax, and handling HMRC correspondence or enquiries.
• Have proven experience autonomously managing client portfolio deadlines, billing, and workflows within a small-team environment.
• Be highly proficient in tax compliance software, ideally Tax Calc.