Personal Tax Senior Manager

Clark Wood - Tax Recruitment; Taunton; On-site; GBP 50,000 - 90,000; Full time

Job summary

An established industry player is seeking a Private Client Tax Senior Manager to lead advisory services for a diverse portfolio of clients in Taunton. This managerial position is perfect for a CTA or ACA qualified professional with a strong background in tax planning, particularly in inheritance tax (IHT) and capital gains tax (CGT). The role involves providing high-level advisory services to high net worth individuals and businesses, alongside leading business development initiatives to enhance the firm's tax offerings. Join a dynamic team where your expertise will significantly impact the growth of the tax portfolio and client satisfaction.

Qualifications

• CTA or ACA qualified with extensive tax advisory experience.
• Proven track record in managing tax portfolios and business development.

Responsibilities

• Provide high-level advisory services to private clients and HNWIs.
• Lead business development efforts to expand the tax portfolio.

Skills

Business Development

Client Management

Advisory Services

Tax Planning

IHT and CGT Planning

Education

CTA Qualification

ACA Qualification

Job description

Private Client Tax Senior Manager – Taunton

Managerial Opportunity in Private Client Tax Advisory

Job Opportunity: Private Client Tax Manager or Senior Manager
Location: Taunton

Clark Wood is pleased to present a managerial-level opportunity focusing on advisory work for a diverse portfolio of tax clients in Taunton. This role is ideal for a CTA Qualified Manager or current Senior Manager with experience managing departments and complex tax portfolios.

Key Responsibilities:

1. Provide high-level advisory and planning services to private clients, high net worth individuals (HNWIs), landed estates, trusts, professional partnerships, owner-managed businesses, and UK subsidiaries of overseas companies.
2. Lead business development efforts to expand client services and grow the tax portfolio.
3. Enhance awareness and exposure of the firm's comprehensive tax services.

Ideal Candidate:

1. CTA or ACA Qualified.
2. Extensive experience in IHT and CGT planning, advising on residence and domicile issues.
3. Proven track record in business development and client management at a Manager or Senior Manager level.

Location & Contact Information:
This Taunton office is commutable from areas all across Somerset, Wellington, Tiverton, Bridgwater, Langport etc.

For more details about this exciting opportunity, please contact Richard Clark at Clark Wood:

Email: [e-mail]
Phone: [phone]