Personal Tax Manager

ACCA Careers; Bridgwater; On-site; GBP 42,000 - 50,000; Full time

Job summary

ACCA Careers in Bridgwater are recruiting a Personal Tax Manager to lead the delivery of private client tax compliance and advisory work. You will manage a diverse portfolio including directors of SMEs and high-net-worth individuals, aiming to enhance service quality and client relationships.

You will be qualified in ATT/CTA/AAT/ACA/ACCA with at least five years of personal tax experience, and you will enjoy a role offering career progression and a supportive, growth-focused firm environment

Qualifications

• Qualified in ATT/CTA/AAT/ACA/ACCA with a personal tax focus.
• Minimum five years' experience in personal tax roles.
• Experience advising on IHT, CGT, trusts is a plus.

Responsibilities

• Lead delivery of personal tax compliance to private clients.
• Provide personal tax planning and advisory work.
• Build and manage client relationships and liaise with management.

Skills

Personal tax

Tax planning

Client relationship

Private clients

Education

ATT/CTA/AAT/ACA/ACCA

Job description

An accountancy practice based in Bridgwater undergoing positive growth is searching for a Personal Tax Manager as a key addition join their team focused on delivering personal tax compliance services, managing clients along with delivering tax planning/advisory work as a key addition to this successful firm.

Client Details

The firm is a highly regarded chartered firm in Bridgwater with long serving staff, reflective of the way they value their employees, with a good focus on work life balance. The firms personal tax department has a wide ranging private client base and alongside delivering a quality compliance service, the team also delivers succession planning, IHT, CGT, trusts and wider tax advisory and planning services. The firm can consider either a full time or part time working arrangement.

Description

Joining as a Personal Tax Manager based from the firms Bridgwater offices you will manage the delivery of personal tax compliance services to wide ranging individuals to include directors of OMBs, SMEs and HNWI's along with a wide variety of other private clients. Alongside this you deliver tax planning services and advisory project work. You will build relationships with clients and look to provide a quality service, working with the wider management and director team. The role and firm provides an excellent opportunity for you to develop your personal tax career.

Profile

You will be qualified across any of - ATT/ CTA / AAT / ACA / ACCA and you will have specialised within a personal tax career so far, with at least five years experience, or considerably more within your career so far developed to around the Personal Tax Manager levels. You will be seeking a move with career potential and chance to carve a key, influential role within a growing, highly regarded chartered firm of accountants.

Job Offer

£42,000 - £50,000 + dependent on the experience and background of the right professional plus benefits.