Personal Tax Manager

Clark Wood - Tax Recruitment; Sherborne; Hybrid; GBP 45,000 - 60,000; Full time

Job summary

A family office in Sherborne is seeking a Personal Tax Manager to oversee tax compliance and manage financial affairs for high net worth individuals. Reporting to the Deputy Head, you will supervise a small team and handle various compliance and advisory duties. The role offers a competitive salary, hybrid work options, and opportunities for progression into senior management.

Benefits

Competitive salary

Hybrid home working

8% employer pension contribution

Progression into directorship

Qualifications

• Significant practice experience in tax compliance and advisory.
• Ability to supervise and manage a small team effectively.

Responsibilities

• Manage day-to-day tax compliance for high net worth individuals.
• Oversee tax planning and reporting activities.
• Service various family financial interests comprehensively.

Skills

Tax compliance management

Tax advisory experience

Education

ATT or CTA Qualified

Job description

Overview

Personal Tax Manager
Sherborne
£45,000 - £60,000

Clark Wood are delighted to be working with a family Office of an entrepreneurial high net worth Family who are looking to add a Personal Tax Manager to their close knit team.

Based on the Somerset / Dorset border in Sherborne, this is an excellent opportunity to join a family office at Managerial level with a clear platform into Directorship.

Responsibilities

• Report directly to the Deputy Head of Office in charge of compliance, and manage the day-to-day tax compliance, including direct supervision of the Senior Tax Assistant.
• Handle transactions from planning, through implementation and on to reporting. While the key responsibility is tax compliance, there is opportunity to expand tax advisory knowledge and experience.
• Oversee the responsibilities from start to finish and play a key role servicing the personal financial affairs of various family members and the accounting and compliance for numerous family financial interests.
• Support occasional travel within the UK and overseas as needed.

Qualifications

• ATT or CTA Qualified and gained significant practice experience.

Benefits and Opportunities

• Extremely competitive salary.
• Hybrid home working.
• 8% employer pension contribution.
• Realistic progression into senior management/directorship.

Contact

Should you be based in Sherborne or Dorset and looking for a new challenge then please get in touch with Jack Wyatt @ Clark Wood – [e-mail] / 07880 255933