Hybrid Private Client Tax Manager – HNW & Trusts

Cathedrala appointments; Torquay; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A prominent accountancy practice in Torquay is seeking a Private Client Tax Manager to manage a portfolio of personal tax clients, including high-net-worth individuals and trusts. The role offers a hybrid working model, combining office and home-based work. Candidates should have proven experience in personal tax compliance and advisory work, along with relevant qualifications. The position includes opportunities for career progression in a supportive environment.

Benefits

Employer pension scheme

Cycle to work scheme

Client and employee referral bonuses

Employee assistance program

Virtual GP

Discounted shopping portal

Qualifications

• Proven experience in personal tax compliance and advisory work.
• Up-to-date technical knowledge in tax.
• Ability to manage deadlines effectively.

Responsibilities

• Manage a portfolio of personal tax cases, including HNW individuals and trusts.
• Provide advisory services on IHT, residence, domicile, and CGT.
• Review and support the work of junior staff.

Skills

Personal tax compliance

Tax advisory

Organizational skills

Client relationship management

Education

ATT or CTA qualified (or equivalent)

Job description

A prominent accountancy practice in Torquay is seeking a Private Client Tax Manager to manage a portfolio of personal tax clients, including high-net-worth individuals and trusts. The role offers a hybrid working model, combining office and home-based work. Candidates should have proven experience in personal tax compliance and advisory work, along with relevant qualifications. The position includes opportunities for career progression in a supportive environment.