Personal Tax Manager, Private Client Manager

Page Personnel; Taunton; Hybrid; GBP 45,000 - 58,000; Full time

Job summary

A leading firm in Taunton is seeking a Personal Tax Manager to oversee a diverse portfolio of personal tax cases, providing advisory and tax planning services. This position offers career progression, flexible working hours, and a competitive salary package, making it an ideal opportunity for qualified professionals in the field.

Benefits

Hybrid working

Flexible hours

Competitive benefits

Qualifications

• Qualified CTA and/or ATT/ACA/ACCA.
• Experience in personal tax within accountancy or specialist tax firm.
• Background in Top Tier, Top Ten, or regional independent firms.

Responsibilities

• Manage a diverse portfolio of personal tax cases.
• Advise on tax planning projects including capital gains and inheritance taxes.
• Review team work and support their development.

Skills

Tax Planning

Compliance

Advisory

Education

CTA

ATT

ACA

ACCA

Job description

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Job Reference:

87042f54e061

Job Views:

8

Posted:

22.06.2025

Expiry Date:

06.08.2025

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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.