Personal Tax and Trusts Advisory Manager

Michael Page (UK); Radstock; On-site; GBP 50,000 - 65,000; Full time

Job summary

An established industry player is seeking a Personal Tax and Trusts Advisory Manager to join their growing team near Radstock. In this pivotal role, you will manage a variety of tax planning projects, including inheritance tax and trusts, while providing expert advice to a diverse client base. This position offers significant opportunities for career progression and development within a supportive environment. If you are a qualified tax professional looking for a challenging new role that emphasizes advisory work, this opportunity is perfect for you. Join a firm that values quality service and client relationships, and take the next step in your career.

Qualifications

• Qualified in CTA, STEP, ATT, ACA, or ACCA with a focus on personal tax.
• Experience in tax planning and compliance within accountancy or tax firms.

Responsibilities

• Manage delivery of tax planning projects including IHT and succession planning.
• Advise clients on trusts and personal tax matters for career advancement.

Skills

Personal Tax Advisory

Trusts Management

Tax Planning

Compliance

Education

CTA

STEP

ATT

ACA

ACCA

Job description

• Personal Tax Manager to join a growing firm of accountants near Radstock
• Advisory focused, leading on delivery of wide ranging tax planning and projects.

About Our Client

Based near Radstock, this chartered accountancy firm is undergoing sustained and positive growth. While a quality compliance service is a key offering, the firm also focuses on delivering wider advisory and tax planning and business advice. The right professional will carve a key position advising this firm's wide-ranging clients with progression and development on offer.

Job Description

Joining as Personal Tax and Trusts Advisory Manager, based from the firm's near Radstock offices, you will manage the full project delivery and advise on wide-ranging tax planning work across IHT and succession planning, CGT, Trusts, and other tax advisory project work. The role provides an ideal opportunity for the right tax professional looking to carve a pivotal role and an excellent opportunity for career advancement in personal and trusts tax.

The Successful Applicant

For this Personal Tax and Trusts Advisory Manager role, you will be either CTA and/or any of STEP, ATT, ACA, ACCA qualified. You will have developed a personal tax or trusts-focused career within accountancy practice or within a specialist tax firm. Your experience will have been developed in any mix of Top Tier, Top Ten, 50, or regional independent firm backgrounds of any size, and your background will most likely have focused on either the personal tax and/or trusts route with a mix of compliance and significant planning experience delivery. This is an excellent opportunity for a Tax Manager level professional looking for a challenging new career move.

What's on Offer

Circa £50,000 - £65,000 + dependent on experience and background, negotiable with benefits. Please apply online, and for a further confidential discussion to find out more about this opportunity, please contact Mark Bailey on 01179 271452.