Personal Tax Manager

ACCA Careers; Exeter; Hybrid; GBP 48,000 - 58,000; Full time

Benefits offered by this job

Hybrid working

Competitive benefits

Job summary

ACCA Careers in Exeter is seeking a Personal Tax Manager to lead a portfolio of personal tax work for UK-based and overseas clients. You will manage the team and be hands-on delivering complex income tax, IHT and CGT projects with a focus on compliance and planning.

The role offers hybrid working, flexible hours, and very competitive benefits to support progression and development for the right professional.

Qualifications

• CTA qualified or studying; ATT/ACA/ACCA eligible.
• Experience in personal tax for HNWI and international clients.
• Proven ability to manage a portfolio and deliver complex tax projects.

Responsibilities

• Manage a wide-ranging portfolio of personal tax cases for UK-based and overseas clients.
• Lead on income tax, IHT and CGT projects and compliance work.
• Deliver wide-ranging tax planning and advisory project work.

Skills

Personal tax

Client management

Team leadership

Tax planning

Education

CTA qualified

ATT

ACA or ACCA

Job description

A growing and highly successful firm based in Exeter is searching for a Personal Tax Manager to join their team as a key addition. You manage clients and the team, whilst also being hands on, leading on the delivery on complex cases and ensuring a quality compliance service, with an additional significant focus on delivering of wide ranging tax planning and project work.

Client Details

Based in Exeter the firm has an excellent reputation acting for both UK based individuals and overseas. The team undertakes high end income and capital tax planning work and compliance for HNWI, internationally mobile individuals and Trusts. You will work closely with the heads of taxes, on a broad range of income tax, IHT and CGT projects and compliance work, often involving residence and remittance basis queries to UK expats worldwide. 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. The firm offers hybrid working, flexible hours and very competitive benefits.

Description

Joining as Personal Tax Manager, based from the firms Exeter offices, you will manage a wide ranging portfolio of personal tax cases across HNWI's both UK based and overseas. You will work broad range of income tax, IHT and CGT projects and compliance work. You will be advising on wide ranging tax planning 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 private client tax.

Profile

You will be either CTA qualified or studying and/or, any of: ATT, ACA. ACCA etc qualified and you will have developed a personal tax career within accountancy practice, or within a specialist tax firm to the Personal Tax Manager levels. 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 compliance and tax planning skill set alongside this.

Job Offer

£48,000 - £58,000 dependent on experience and background, negotiable with benefits.