Personal Tax Manager, Private Client Manager

TN United Kingdom; Taunton; Hybrid; GBP 45,000 - 58,000; Full time

Job summary

An established industry player in Taunton is seeking a Personal Tax Manager to join their growing team. This role offers a unique opportunity to manage a diverse portfolio of personal tax cases while supporting team development. With a focus on compliance and tax planning, the right candidate will play a pivotal role in advising high-net-worth individuals and corporate clients. The firm promotes hybrid working and offers competitive benefits, making it an ideal environment for career progression. If you are ready to take the next step in your personal tax career, this opportunity is perfect for you.

Benefits

Flexible hours

Competitive benefits

Hybrid working

Qualifications

• Qualified in CTA, ATT, ACA, or ACCA with personal tax experience.
• Experience in accountancy practice or specialist tax firm.

Responsibilities

• Manage a portfolio of personal tax cases and review team work.
• Advise on capital tax planning, inheritance tax, and trusts.

Skills

Personal Tax Advisory

Tax Planning

Compliance Management

Education

CTA

ATT

ACA

ACCA

Job description

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Job Reference:

87042f54e061

Job Views:

3

Posted:

05.05.2025

Expiry Date:

19.06.2025

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Job Description:

• Personal Tax Manager to join a growing firm of accountants in Taunton
• Progression on offer as a key addition managing compliance and planning

About Our Client

Based in Taunton the firm has an excellent reputation acting for private clients, HNWIs, Trusts, Directors and other wider ranging individuals. Whilst a quality compliance service is a key offering the firm also has a focus on delivering wider advisory and tax planning and business advice and the right professional will carve a key position advising this firms wide ranging clients with progression and development on offer. The firm offers hybrid working, flexible hours and competitive benefits.

Job Description

Joining as Personal Tax Manager based from the firms Taunton offices you will manage a wide ranging portfolio of personal tax cases and manage the wider team reviewing their work and supporting their development. The firm has varied clients across - Directors of wide ranging corporate and OMB limited companies, HNWIs, property related and other clients. You will be advising on wide ranging tax planning project work across capital tax planning, inheritance tax and trusts, property tax projects and other wide ranging personal tax advisory work. The role provides an ideal opportunity for the right tax professional looking to carve a pivotal role and an excellent opportunity for the right professional looking to further their career in private client tax.

The Successful Applicant

You will be either CTA and/or, ATT/ACA/ACCA qualified and you will have developed a personal tax career within accountancy practice, or within a specialist tax firm. Your experience will have been developed in any mix of Top Tier, Top Ten, 50, or regional independent firm background of any size, or specialist tax firm and your background will most likely have focused down the personal tax route with a compliance and /or, tax planning skill set alongside this. This is an excellent opportunity for a Personal Tax Manager level professional or Assistant Manager looking for a challenging new career move with career progression and development on offer.

What's on Offer

Circa £45,000 - £58,000 dependent on experience and background, negotiable with benefits. Please apply online and for a further confidential discussion to find out more about this opportunity please contact Mark Bailey on 01179 271452.