Personal Tax Manager

Trial Balance; Exmouth; On-site; GBP 60,000 - 80,000; Full time

Benefits offered by this job

Flexible working options

Career development

Competitive salary

Job summary

Trial Balance, Exmouth-based, is seeking an experienced Personal Tax Manager to join its thriving tax team. You will oversee personal and mixed tax compliance, provide advisory services, and manage client portfolios to meet HMRC deadlines. The role requires ACA/ACCA/ATT/CTA qualifications and strong leadership abilities.

In return, the firm offers a highly competitive salary, flexible working options, and clear paths for personal and career development within a supportive environment.

Qualifications

• Qualified ACA/ACCA/ATT/CTA with experience in personal or mixed tax compliance and consulting.
• Strong interpersonal and client management skills are essential.
• Ability to motivate and mentor a small team in a practice environment.

Responsibilities

• Manage and/or oversee the tax compliance process for nominated clients.
• Liaise with clients to resolve queries and meet deadlines and objectives.
• Oversee client portfolios to ensure HMRC deadlines are met.
• Deliver tax advisory projects in collaboration with partners.

Skills

Tax advisory

Client management

Team leadership

Communication

Education

ACA/ACCA/ATT/CTA qualified

Tools

Tax software

Job description

Are you ready to take your tax career to the next level? Are you looking for an environment where the tax department is thriving and career progression is in place?

Trial Balance are excited to be working with an Exmouth based accountancy practice, who are looking for an experienced Personal Tax Manager to join their successful and growing tax team.

Your duties in this varied role will consist ofprovidinga range of private client tax services and business advice to a variety of personal tax clients. More specifically this would include handling and/or managing the tax compliance process for your nominated clients, liaising with them to resolve queries, communicating with your clients to ensure deadlines and objectives are met and overseeing client portfolios to ensure HMRC deadlines are met. Tax advisory services will also be an important part of the role and assisting the partners in delivery of advisory projects.

The successful applicant will be ACA, ACCA, ATT or CTA qualified withexperience in personal or mixed tax compliance and consulting in a practice environment. Strong interpersonal and client management skills are essential, and you will be able to demonstrate the ability to motivate and mentor a small team.

In exchange, this client offers a highly competitive salary, a market leading benefits package to include flexible working options and opportunities for personal and career development.