Personal Tax and Trusts Advisory Manager

ACCA Careers; Taunton; On-site; GBP 50,000 - 65,000; Full time

Job summary

A leading accountancy practice in Taunton is seeking a Personal Tax and Trusts Advisory Manager. This role involves overseeing tax projects, providing advisory services on trusts, and ensuring quality compliance. Ideal candidates will be CTA, ACA, or ACCA qualified, with a proven track record in personal tax and trusts management.

Qualifications

• Qualified as CTA, ACA, ACCA or STEP.
• Experience in personal tax or trusts advisory.
• Proven history in accountancy firms or tax-specialized environments.

Responsibilities

• Manage project delivery and tax planning work across IHT and trusts.
• Advise clients on compliance and tax advisory projects.
• Ensure effective client relationships and service delivery.

Skills

Personal tax planning

Trust advisory

Succession planning

Capital Gains Tax (CGT)

Education

CTA

ACA

ACCA

STEP

ATT

Job description

Personal Tax and Trusts Advisory Manager

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Personal Tax and Trusts Advisory Manager

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A leading and successful accountancy practice based in Taunton is searching for a Personal Tax and Trusts Advisory Manager to join their team as a key addition. You will progress within this leading business with a significant focus on leading the delivery of wide ranging tax planning and project work across personal tax and trusts.

Client Details

Based in Taunton this chartered accountancy firm is undergoing sustained and positive growth. Whilst a quality compliance service is a key offering the firm has also has a focus on delivering wider advisory and tax planning and business advice and the right professional will carve a key position advising this firms wide ranging clients with progression and development on offer.

Description

Joining as Personal Tax and Trusts Advisory Manager, based from the firms Taunton offices, you will manage the fulll 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 the right professional looking to further their career in personal and trusts tax.

Profile

For this Personal Tax and Trusts Advisory Manager role you will be either CTA and/or, any of STEP, ATT, ACA, ACCA qualified and 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 background of any size and your background will most likely have focused down 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.

Job 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.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Accounting

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