Personal Tax Manager

Rutherford Briant; Swindon; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading accounting firm in Swindon is seeking a dynamic Personal Tax Manager to manage high-quality portfolios of high-net-worth personal clients. The ideal candidate will need to be ACA/ACCA/CTA qualified, with expertise in tax planning and compliance. This role offers benefits such as 28 days of holiday, flexible working arrangements, and comprehensive career development programs.

Benefits

28 days holiday

Life Insurance

Medical Care

Car Scheme

Flexible Benefits Scheme

Qualifications

• Strong commercial acumen and business development skills.
• Experience with international personal tax issues and offshore structures.
• In-depth understanding of tax implications for landowners and rural businesses.

Responsibilities

• Manage a high-quality portfolio of HNW personal clients and trust structures.
• Provide expert compliance and consultancy services.
• Identify and develop new business opportunities and services.

Skills

Client Focus

Expert compliance and consultancy

Research complex tax issues

Business development skills

Proven experience advising HNW clients

Education

ACA/ACCA/CTA qualified or equivalent

Job description

Overview

Join a leading accounting and business advisory firm in Wiltshire, where traditional values meet innovative thinking. They are seeking a dynamic Personal Tax Manager to provide expert technical support and drive business growth within the private client team.

Responsibilities

As a Personal Tax Manager, your role responsibilities will include:

• Client Focus: Manage a high-quality portfolio of HNW personal clients and trust structures.
• Provide expert compliance and consultancy services.
• Research complex tax issues and manage advisory assignments.
• Ensure exceptional service and timely delivery.
• Business Development: Identify and develop new business opportunities and services.
• Lead in providing additional services to existing clients.
• Support marketing and networking activities.
• Contribute to technical publications.
• Leadership: Implement policies and procedures effectively.
• Manage team performance and development.
• Provide coaching, feedback, and support.
• Monitor team targets and budgets.
• Provide technical training.

Requirements

As a Personal Tax Manager, you will need:

• Ideally ACA/ACCA/CTA qualified or overseas equivalent.
• Extensive knowledge of IHT, Trusts, CGT, residence, domicile, and family investment companies.
• Proven experience advising HNW clients on wealth planning and personal tax.
• Strong commercial acumen and business development skills.
• Experience with international personal tax issues and offshore structures.
• In-depth understanding of tax implications for landowners and rural businesses.

Benefits

As a Personal Tax Manager, you will get:

• 28 days holiday with the option to purchase up to 10 additional days.
• Life Insurance & Medical Care
• Car Scheme
• Flexible Benefits Scheme
• Comprehensive career development programs and resources.
• Agile working arrangements that prioritise flexibility.

If you're looking for a supportive environment to advance your career, then please apply today!

Rutherford Briant is passionate about equity, diversity, and inclusion. We seek individuals from the widest talent pool and encourage underrepresented talent to apply to vacancies with us. We are committed to recruitment processes that are fair for all, regardless of background and personal characteristics.