Personal Tax Manager

ACCA Careers; Exeter; On-site; GBP 50,000 - 60,000; Full time

Job summary

ACCA Careers in Exeter seeks a Personal Tax Manager to lead client work across personal tax and advisory services, managing a portfolio of HNWIs, owner‑managed businesses and trusts. You will front client relationships and help grow the firm's private client services offering.

You will hold ACA/ACCA/CTA/STEP or equivalent and have a strong background in personal tax compliance and advisory within a top or regional accountancy firm, with progression opportunities on offer.

Qualifications

• ACA/ACCA/CTA/STEP or equivalent qualified as a personal tax, compliance and advisory focused professional.
• Experience delivering private client services to a diverse client base.
• Proven ability to lead a team and develop service lines within a tax practice.

Responsibilities

• Deliver personal tax and advisory services to a broad client base including directors of owner‑managed businesses and high-net-worth individuals.
• Take a fronting client role and oversee advisory work across IHT, CGT and related personal tax issues.
• Manage and develop the private client tax team and growth of service lines.

Skills

Personal Tax

Advisory services

IHT

CGT

Team management

Education

ACA/ACCA/CTA/STEP or equivalent

Job description

A leading accountancy practice based in Exeter has a requirement for a Personal Tax Manager to join their highly regarded tax team. The position has arisen through a combination of growth and planning for the future development of this successful office. You will have opportunity to manage a client portfolio, help develop the tax team and help grow and develop this firm's private client services offering, with a clear path to progress in your career.

Client Details

A market leading firm of chartered accountants, with an excellent reputation undergoing continued positive growth. The firm acts for a very wide ranging client base and boasts a highly experienced and strong team of tax professionals, delivering wide ranging compliance and advisory services across personal tax. The firm acts for a very wide range of clients, delivering varied private client project work for directors of corporate clients, OMBs, entrepreneurs, partnerships, HNWIs, non-domiciled and non- resident individuals, trusts and estates. There is a clear path on offer to progress in this growing firm Part or full time hours equally viable to explore

Description

You will join the firm as a Personal Tax Manager delivering personal tax and advisory services to a wide ranging client base of directors of owner-managed businesses, property clients, HNWI's, trusts and landed estates and other clients. You will take a client fronting role overseeing the provision of advisory services across a wide spectrum of personal tax issues, IHT, CGT etc. You will manage a wider team and look to play key role in their development and look to grow and develop the firms personal tax service lines.

Profile

You will be operating as a Personal Tax Manager and will be any of ACA / ACCA/ CTA / STEP or equivalent qualified as a personal tax, compliance and advisory focused professional. Your background may be within any of Top Tier, Ten accountancy practice environment, Mid Tier/Top 50 or large, medium, small independent firm background and you will be seeking a challenging new career opportunity, with a clear route to progress on offer, within a leading firm of accountants.

Job Offer

£50,000 - £60,000 dependent on the experience, background and level of the right professional, negotiable, plus benefits.