Personal Tax Manager - Taunton

Taxation; Taunton; Hybrid; GBP 52,000 - 62,000; Full time

Benefits offered by this job

Homeworking 2 days/week

Flexible hours

Benefits package

Job summary

Taxation in Taunton is seeking a CTA-qualified private client tax professional at Manager level to lead a portfolio of HNWIs. You will oversee annual compliance and identify personal tax planning opportunities while working with senior managers and partners.

You will be based in Taunton with homeworking two days per week and flexible hours, offering a supportive environment and clear progression toward Senior Manager.

Qualifications

• CTA-qualified and currently working as Manager or Assistant Manager in Private Client Tax
• Demonstrated experience advising HNWIs on income tax, CGT, IHT and succession planning
• Strong communication and interpersonal skills are essential for client relationship management

Responsibilities

• Oversee annual compliance for a broad portfolio of HNWIs and their families
• Identify and advise on ad hoc personal tax planning opportunities
• Undertake capital taxes advisory projects and assist with networking and marketing initiatives
• Collaborate closely with senior managers and partners

Skills

Client-facing

Communication skills

Interpersonal skills

Education

CTA qualification

Job description

Our client has built a strong reputation in the Private Client field, acting for an impressive HNW client list of new-money entrepreneurs, business owners, multi-generational families and landed wealth. Demand for their personal tax expertise continues to grow and they are now keen to appoint an additional CTA at Manager level.

You will join a thriving and growing team in Taunton. Performing very much a client-facing role as a key point of contact, you’ll take responsibility for a broad portfolio of HNWIs and their families. You’ll oversee their annual compliance, as well as identifying and advising on ad hoc personal tax planning opportunities. Working closely with senior managers and partners, you’ll undertake capital taxes advisory projects and also have the opportunity to assist with networking and marketing initiatives.

You’ll need to be CTA qualified and currently working either as a Manager or Assistant Manager in a respected Private Client Tax team. You’ll be looking for the next step in your career and be keen to join a supportive environment where you’ll be encouraged to develop your technical and non-technical skills.

Demonstrable experience of advising HNWIs on income tax, CGT, IHT and succession planning is essential. You’ll also need strong communication and interpersonal skills as this is a key client relationship management role.

Based in Taunton, the role offers homeworking two days a week, as well as flexible hours. Salary will be dependent on experience but is likely to be c.£52k-£62k + Bens. Genuine scope exists to progress on to Senior Manager grade.