Personal Tax Manager

Michael Page Finance; Exeter; On-site; GBP 50,000 - 60,000; Full time

Job summary

A leading Exeter-based accountancy practice is seeking a Personal Tax Manager to join their tax team. You will oversee personal tax advisory work for a broad client base, manage a small team and contribute to expanding the private client service offerings with a clear route for career progression.

The role offers a competitive salary (£50,000 - £60,000) dependent on experience, with benefits, and part or full-time options are considered. Exeter is the base for this growing firm.

Qualifications

• Qualified ACA/ACCA/CTA/STEP or equivalent in personal tax, compliance and advisory.
• Experience in Top Tier, Mid Tier or independent firms.
• Experience delivering advisory services across IHT, CGT and related matters.

Responsibilities

• Lead and manage a Personal Tax team and delivery of personal tax advisory services.
• Oversee a diverse client portfolio including directors of owner-managed businesses, HNWIs, trusts and estates.
• Develop and grow the firm’s private client service lines and career progression paths.

Skills

Personal tax advisory

Team leadership

Client portfolio 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 firms 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.