Personal Tax Manager

Clark Wood - Tax Recruitment; Truro; On-site; GBP 50,000 - 70,000; Full time

Job summary

A leading recruitment firm is seeking a Private Client Tax Manager or Senior Manager for their Truro office. This role focuses on advisory work for a diverse tax client portfolio, requiring strong advisory skills and proven business development expertise. Ideal candidates will be CTA/ACA qualified with management experience, offering a chance to influence the firm's tax strategy in a supportive environment.

Benefits

Referral bonuses

Qualifications

• Experience managing a department and complex tax portfolios.
• Relevant experience of IHT and CGT planning.
• Proven track record of Business Development.

Responsibilities

• Provide high level advisory & planning services.
• Develop client services and grow tax portfolio.
• Increase awareness & exposure of the firm's tax services.

Skills

Business Development

Advisory Services

Tax Planning

Education

CTA Qualified

ACA Qualified

Job description

Private Client Tax Manager or Senior Manager – Truro

Clark Wood have been instructed on a Managerial level opportunity in Truro, Cornwall, which offers the chance to focus on interesting advisory work for a mixed portfolio of tax clients.

This role would ideally suit a CTA Qualified experienced Manager of current Senior Manager, who has experience managing a department and also a large complex portfolio of tax clients.

The main client base for this role would be private clients, high net worth individuals, landed estates, trusts, professional partnerships, owner managed businesses and UK subsidiaries of overseas holding companies.

Provide high level advisory & planning services with a great deal of autonomy;
Business development and networking: develop client services and grow tax portfolio;
Increase awareness & exposure of the firm's tax services.

CTA/ ACA Qualified
Relevant experience of IHT and CGT planning, advising on residence and domicile
Proven track record of Business Development
Experience within a Manager or Senior Manager level role

This local Truro office is commutable from areas all across Cornwall: Newquay, Falmouth, Redruth, St Austell etc.

For further information on this role please contact Richard Clark at Clark Wood – [e-mail] / 01173 291052

If this specific vacancy is not quite what you are looking for please contact us to investigate alternatives; you can send your CV to this job or contact us directly. Refer a friend or colleague to us and receive a minimum of £500-1000 in vouchers if we assist them in securing a permanent role.