Mixed Tax Manager

Page Personnel; Wells; Hybrid; GBP 50,000 - 65,000; Full time

Job summary

Page Personnel in Wells partners with a successful chartered accountants practice to recruit a Mixed Tax Manager. You will advise clients on a broad range of personal and corporate tax matters, overseeing compliance and delivering tax planning for owner‑managed businesses and high‑net‑worth individuals.

The role offers influence across inheritance tax, trusts, capital gains, reorganisations, and share schemes, reporting to directors.

Qualifications

• CTA and/or ATT/ACA/ACCA qualified or suitably qualified by experience
• Tax advisory background across personal and corporate tax
• Experience in a mix of practice sizes or in-house environments

Responsibilities

• Advise clients on personal and corporate tax matters
• Oversee compliance and deliver tax planning and advisory work
• Work with owners and directors on inheritance tax, trusts, and succession planning
• Assist with EIS/EIS relief, capital gains, reorganisations, and share schemes

Job description

• Mixed Tax Manager to join a successful Wells chartered accountants
• Key go to support for Directors, delivering mixed tax advisory work

About Our Client

Based in Wells this chartered firm is undergoing continued positive growth and development acting for very wide ranging clients across varying industries acting for wider ranging industry sector OMBs, SMEs and corporate limited company clients well in excess of the audit threshold in turnovers, along with acting for smaller sole trader and partnerships, along with charity/not for profit and other clients. On the personal tax side the firm acts for wide ranging private clients across HNWIs, directors, property related clients and other individuals. The firm provides a mix of home to office hybrid working, flexible hours with an excellent work life balance and team focused culture, along with competitive salary and benefits.

Job Description

Joining as Mixed Tax Manager as a result of growth the directors are looking for a key addition and pivotal, go to support to help them advise clients on a wide range of personal and corporate tax advisory work, They are looking to recruit the right tax professional in a varied tax role encompassing both personal and corporate tax, overseeing and managing compliance whilst with a significant involvement in advisory and tax planning work. Tax advisory work focused for their predominantly owner managed business client base and individuals on the personal tax side to include advising on inheritance tax trust and succession planning. EIS and EIS relief claim, capital gains tax, company reorganisations, share for share exchanges and purchases of own share and variety of other tax work, You will support the directors and carve a key trusted position within this firm carving an influential position with associated career progression and rewards on offer.

The Successful Applicant

For this Mixed Tax Manager role you will be either CTA and/or, ATT/ACA/ACCA qualified, or suitably qualified by experience and you will have a tax focused career background. Your experience will have been developed in any mix of accountancy practice Top Tier, Top Ten, 50, or large, medium, small independent firm background, or mix of in house experience etc. Your background will ideally have covered both personal and corporate tax across both compliance management, delivery and demonstrable experience of delivering tax planning work. This is an excellent opportunity for an experienced Tax Manager level professional looking to carve a key position within a successful firm of chartered accountants where you can further your career.

What's on Offer

£50,000 - £65,000 + dependent on experience and background, negotiable with benefits.