Personal Tax Senior Manager

Michael Page (UK); Taunton; Hybrid; GBP 58,000 - 70,000; Full time

Job summary

An established industry player is seeking a Personal Tax Senior Manager to join their esteemed team in Taunton. This role offers the chance to take on compliance responsibilities for high-net-worth individuals and trusts, while engaging in diverse tax planning projects. With excellent career progression opportunities, this position is perfect for a driven tax professional looking to advance their advisory career. The firm boasts a flexible working environment and competitive benefits, making it an attractive place to grow your career in personal tax.

Benefits

Flexible Hours

Parking

Competitive Benefits

Qualifications

• ATT/CTA or ACA/STEP qualified with a strong background in personal tax.
• Experience dealing with HNWIs and tax planning projects.

Responsibilities

• Manage compliance for a portfolio of HNWIs and trusts.
• Develop working relationships and manage tax planning projects.

Skills

Personal Tax Compliance

Tax Planning

Client Relationship Management

Advisory Experience

Education

ATT Qualification

CTA Qualification

ACA Qualification

STEP Qualification

Job description

• Personal Tax Senior Manager to join an accountancy firm based in Taunton
• Career progression within a fast growing & successful firm of accountants

About Our Client

Based in Taunton, this accountancy practice acts for a wide range of clients with a highly regarded and successful personal tax team. Excellent career progression prospects are offered within this well-established firm of chartered accountants. The firm provides hybrid working, flexible hours, parking, and competitive benefits.

Job Description

As a Personal Tax Senior Manager within this Taunton-based firm, you will join a highly regarded private client team, taking compliance responsibility for a portfolio of HNWIs and trusts, along with associated tax planning and project work. You will develop working relationships with clients and colleagues across the firm, managing a wide range of tax planning projects relevant to HNWIs, including non-doms tax planning advice, capital gains tax planning, Trust tax compliance, IHT and estate planning, and SDLT compliance. This role offers excellent prospects for career progression for a career-focused tax professional.

The Successful Applicant

For this Personal Tax Senior Manager role, you will be ATT and/or CTA qualified, or ACA/STEP qualified, with a strong background in personal tax, ideally with advisory and planning experience complementing your compliance background, gained within an accountancy practice or specialist tax firm. You should have experience dealing with HNWIs, both UK-based and ideally non-domiciled, and be seeking a career move to progress your tax advisory career within a leading chartered accountancy firm.

What's on Offer

£58,000 - £70,000 plus benefits, dependent on level, experience, and background, negotiable. Please apply online, and for a confidential discussion, contact Mark Bailey at 01179 271452.