Portfolio Manager - Tax Advisory

New Today

Company DescriptionXeinadin was established in 2019 when more than 100 successful, independent, business advisory and accountancy practices across the UK and Ireland came together to re-imagine the future of accountancy. Our collective mission to provide locally forged, trusted business advice to SMEs through forward-thinking, close-knit relationships remains pivotal to our growth. It is our people who help drive our business forward, and we offer them future-focused career opportunities whilst supporting the individual specialisms. Our regional offices of over 1800 colleagues operate in collaboration across the Group, combining collective expertise to maximise our people’s potential. As part of one Xeinadin, our colleagues are able to draw on expertise and support from across our UK, Ireland and central teams, as well as benefitting from being a part of their local communities.DescriptionAre you an experienced and driven tax professional looking to advance your career? Join us as a Tax Senior, where you’ll provide expert advisory and compliance services to a portfolio of clients, building lasting relationships and delivering high-quality solutions to meet their tax needs.Key ResponsibilitiesManaging a portfolio of clients, providing tax services that meet and exceed their expectations.Preparing tax returns in line with Xeinadin’s standard procedures, ensuring accuracy and compliance.Advising SME limited companies, larger partnerships, and high-net-worth individuals (HNWIs) on detailed and complex tax issues, including CGT, IHT, personal, and business tax planning.Building strong client relationships to deliver innovative and forward-thinking solutions.Acting as a line manager for junior team members, mentoring them and reviewing their work.Ensuring all deliverables are completed within agreed timeframes and budgets.Representing Xeinadin professionally, both internally and externally, through appearance, conduct, and attitude.Keeping up to date with changes in tax legislation to ensure clients receive the best possible advice.Key RequirementsATT qualified (CTA qualification preferred).Extensive experience managing a portfolio of tax clients.Strong knowledge of tax planning for SMEs and high-net-worth individuals.Excellent interpersonal and communication skills with a client-centric approach.Additional RequirementsProven ability to manage and mentor team members.A proactive and commercially minded outlook.Competent in using relevant tax software and tools.ModelHybridSalaryCompetitiveBenefitsCompany Pension Scheme25 days of annual leave + bank holidaysAdditional annual leave days from certain levels of seniorityAbility to buy up to 5 days of annual leave to reach a maximum of 30 days per annumBusiness closure over Christmas*Life Assurance x4 annual salaryEnhanced family leave policiesEnhanced Company Sick PayEmployee Assistance Programme – 24/7 support, free and confidentialCorporate Discounts PlatformFlexible Benefits platform with ability to opt-in to various insurances (level of seniority dependent & self-funded at corporate rates) such as:Critical Illness CoverCash planCycle to workEye careDental*subject to exceptions and business needs #J-18808-Ljbffr
Location:
Bedale
Job Type:
FullTime

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