Personal Tax Manager, Private Client Manager, Trusts Manager

TN United Kingdom; Radstock; On-site; GBP 50,000 - 65,000; Full time

Job summary

An established industry player is seeking a Personal Tax Manager to join their growing team in Radstock. This pivotal role involves leading tax planning projects and delivering advisory services to a diverse client base. The ideal candidate will be CTA or equivalent qualified, bringing expertise in personal tax and trusts. This position offers excellent career progression opportunities within a supportive environment, making it perfect for professionals eager to take the next step in their career. If you are looking for a challenging yet rewarding role in a dynamic firm, this is the opportunity for you.

Qualifications

• CTA or equivalent qualification with experience in personal tax.
• Background in accountancy practice or specialist tax firm.

Responsibilities

• Manage full project delivery and advise on tax planning work.
• Focus on IHT, succession planning, CGT, and Trusts.

Skills

Personal Tax Advisory

Trusts Management

Tax Planning

Compliance Expertise

Education

CTA

STEP

ATT

ACA

ACCA

Job description

Social network you want to login/join with:

Personal Tax Manager, Private Client Manager, Trusts Manager, Radstock

col-narrow-left

Client:

Page Personnel

Location:

Radstock, United Kingdom

Job Category:

Other

-

EU work permit required:

Yes

col-narrow-right

Job Reference:

b3ebf34e8279

Job Views:

3

Posted:

05.05.2025

Expiry Date:

19.06.2025

col-wide

Job Description:

• Personal Tax Manager to join a growing firm of accountants near Radstock.
• Advisory focused, leading on delivery of wide-ranging tax planning and projects.

About Our Client

Based near Radstock, this chartered accountancy firm is undergoing sustained and positive growth. While a quality compliance service is a key offering, the firm also focuses on delivering wider advisory, tax planning, and business advice. The right professional will play a key role advising this firm's diverse clients, with opportunities for progression and development.

Job Description

Joining as a Personal Tax and Trusts Advisory Manager, based at the firm's Radstock office, you will manage full project delivery and advise on a range of tax planning work across IHT, succession planning, CGT, Trusts, and other tax advisory projects. This role offers an excellent opportunity for a tax professional seeking a pivotal position and further career growth in personal and trusts tax.

The Successful Applicant

For this role, you will be CTA and/or STEP, ATT, ACA, or ACCA qualified, with experience in personal tax or trusts within accountancy practice or a specialist tax firm. Your background may include experience from Top Tier, Top Ten, 50, or regional independent firms, focusing on personal tax and/or trusts, with compliance and planning expertise. This is an excellent opportunity for a Tax Manager level professional seeking a challenging new career move.

What's on Offer

Salary circa £50,000 - £65,000, negotiable based on experience, plus benefits. Please apply online. For a confidential discussion, contact Mark Bailey at 01179 271452.