Personal Tax Advisory Manager

ACCA Careers; Yeovil; On-site; GBP 45,000 - 58,000; Full time

Benefits offered by this job

Hybrid working

Flexible hours

Competitive benefits

Job summary

ACCA Careers in Yeovil seeks a Personal Tax Advisory Manager to join a successful accountancy practice. You will work from Yeovil offices, manage a broad private client portfolio and deliver tax planning across capital and inheritance tax.

The firm services private clients, HNWIs, trusts and directors, with hybrid working, flexible hours and competitive remuneration offered.

Qualifications

• Qualified in CTA, ATT, STEP, ACA or ACCA with a private client tax focus.
• Experience in accountancy practice or tax firm with private clients.
• Proven ability to manage client relationships and deliver tax planning projects.

Responsibilities

• Manage a portfolio of private client tax planning projects.
• Develop and maintain relationships with directors and clients.
• Lead on capital tax planning, inheritance tax and other personal tax advisory work.

Skills

Personal tax planning

Client relationship management

Tax advisory

Education

CTA/ATT/STEP/ACA/ACCA

Job description

A leading and successful accountancy practice based in Yeovil is searching for a Personal Tax Advisory Manager to join their team as a key addition focused on delivering wide ranging personal tax planning advice to a varied private client base. You will progress, building client relationships and developing your personal tax career as a key addition.

Client Details

Based in Yeovil the firm has an excellent reputation acting for private clients, HNWIs, Trusts, Directors and other wider ranging individuals. The firm acts for wide ranging private clients across directors of wide ranging corporate clients, property sector clients, rural, farming and landed estates, trusts and other individuals The right professional will carve a key position managing relationships in a client service focused role to this firms wide ranging clients with progression and development on offer. The firm offers hybrid working, flexible hours and competitive benefits and remuneration.

Description

Joining as Personal Tax Advisory Manager, based from the firms Yeovil offices you will work with directors on their clients and manage a wide ranging portfolio of private focused on delivering tax planning project work across capital tax planning, inheritance tax and other personal 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 the right professional looking to further their career and progress within a growing, chartered firm of accountants.

Profile

You will be any of: CTA, ATT, STEP, ACA, ACCA etc qualified and you will have developed a personal tax 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 background of any size, or specialist tax firm and your background will most likely have focused down the personal tax route with a demonstrable tax planning skill set alongside this.

This is an excellent opportunity for a Personal Tax Manager level professional looking for a challenging new career move with career progression and development on offer.

Job Offer

Circa £45,000 - £58,000 + dependent on experience and background, negotiable with benefits.