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 is seeking a CTA-qualified Manager for its Private Client Tax team in Taunton. You’ll manage a portfolio of HNWIs, oversee annual compliance, and advise on personal tax planning opportunities.

Based in Taunton with homeworking two days a week and flexible hours, the role offers a competitive salary circa £52k–£62k plus benefits. There is genuine scope to progress to Senior Manager.

Qualifications

• CTA qualified and currently working in Private Client tax.
• Demonstrated experience advising HNWIs on income tax, CGT, IHT and succession planning.
• Excellent communication and client relationship skills.

Responsibilities

• Oversee annual compliance for a portfolio of HNWIs.
• Identify and advise on ad hoc personal tax planning opportunities.
• Collaborate with senior managers and partners; support networking and marketing initiatives.

Skills

CTA qualified

Client-facing experience

Strong communication

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.