Personal Tax Manager

Clark Wood - Tax Recruitment; Truro; On-site; GBP 60,000 - 80,000; Full time

Job summary

A tax recruitment agency in Truro is seeking a Private Client Tax Manager or Senior Manager to focus on advisory work for a diverse portfolio of clients, including high net worth individuals and trusts. The ideal candidate will be CTA or ACA Qualified, have a proven track record of business development, and possess relevant experience in tax planning. This role offers a substantial degree of autonomy and responsibility within a dynamic working environment.

Qualifications

• 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

Responsibilities

• 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.

Job description

Overview

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.

Role profile

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.

Responsibilities

• 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.

Qualifications

• 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

Location

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

How to apply

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

Note

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.