Personal Tax Manager, Personal Tax Senior Manager, Private Client Manager, Private Client Senio[...]

TN United Kingdom; Taunton; Hybrid; GBP 58,000 - 70,000; Full time

Job summary

An established industry player in Taunton is seeking a Personal Tax Senior Manager to join their successful team. This role offers a clear career progression path within a well-regarded accountancy practice. You will be responsible for managing compliance and providing tax planning advice to high-net-worth individuals and trusts. The firm promotes a collaborative environment with flexible working arrangements and competitive benefits, making it an ideal place for a career-focused tax professional looking to advance their expertise in personal tax advisory services.

Benefits

Flexible hours

Parking

Competitive benefits

Qualifications

• Qualified in ATT, CTA, ACA, or STEP with personal tax experience.
• Experience dealing with HNWIs and trusts for tax planning.

Responsibilities

• Manage compliance for a portfolio of HNWIs and trusts.
• Oversee tax planning projects and develop client relationships.

Skills

Personal Tax Advisory

Tax Planning

Compliance Management

Client Relationship Management

Education

ATT/CTA Qualified

ACA/STEP Qualified

Job description

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Personal Tax Manager, Personal Tax Senior Manager, Private Client Manager, Private Client Senior Manager, Taunton

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Client:

Page Personnel

Location:

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

53061c90f3d8

Job Views:

3

Posted:

05.05.2025

Expiry Date:

19.06.2025

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Job Description:

• Personal Tax Senior Manager to join an accountancy firm based in Taunton
• Career progression within a fast growing & successful firm of accountants

About Our Client

Based in Taunton this accountancy practice acts for very wide ranging clients with a highly regarded and successful personal tax team and department. Excellent career progression prospects are on offer here within a well-established firm of chartered accountants. The firm offers hybrid working, flexible hours, parking and competitive benefits.

Job Description

Joining as Personal Tax Senior Manager within this Taunton based firm of accountants, the role offers a clear career progression and development path. You will join a highly regarded and successful private client team, taking compliance responsibility for a portfolio of HNWIs / trusts etc with associated tax planning and project work arising from this client base. You will look to develop working relationships with your clients and colleagues across the firm, with significant client contact and responsibility. You will manage a wide range of tax planning projects, on a wide range of tax issues relevant to HNWIs, non-doms tax planning advice, capital gains tax planning for a range of issues such as on the main residence; investment properties; development land tax planning, Trust tax compliance and planning opportunities, IHT and estate planning, SDLT compliance and identifying when particular reliefs might be relevant to a transaction. With positive developments in the tax team and wider practice, excellent prospects for career progression are on offer, for a career focused tax professional.

The Successful Applicant

For this Personal Tax Senior Manager role you will be any of ATT and/or CTA qualified, or ACA/STEP qualified etc, with a strong background in personal tax, ideally with advisory and planning experience to compliment your compliance background, gained within an accountancy practice or specialist tax firm environment as a Personal Tax Manager / Senior Personal Tax Manager. You will have experience of dealing with HNWIs, both UK based and ideally non domiciled, trusts etc and you will be searching for a career move, where you can progress your tax advisory career and carve a key role within a leading, chartered accountancy firm.

What's on Offer

£58,000 - £70,000 plus benefits, dependent on level, experience and background, negotiable. Please apply on line and for a confidential discussion to find out more please contact Mark Bailey on 01179 271452.