Private Client Tax Manager

Cathedral Appointments Ltd; Exeter; On-site; GBP 60,000 - 90,000; Full time

Benefits offered by this job

Employer pension scheme

Cycle to work scheme

Client and employee referral bonuses

Employee assistance program

Virtual GP

Discounted shopping portal

Job summary

A growing accountancy practice in the UK is looking for a Private Client Tax Manager to manage a varied portfolio of personal tax clients. This hybrid role requires strong experience in personal tax compliance and advisory services, along with proven organisational skills. The firm offers benefits including an employer pension scheme, cycle to work scheme, and employee assistance programs. This is an exciting opportunity for a motivated tax professional to advance their career.

Qualifications

• Proven experience in personal tax compliance and advisory work.
• Strong organisational skills with the ability to manage deadlines effectively.
• Professional and discreet with strong client rapport skills.

Responsibilities

• Manage a portfolio of personal tax cases, including HNW individuals and trusts.
• Provide expert tax advisory services on IHT, residence, domicile, and CGT.
• Review and support the work of junior staff for their professional development.
• Maintain strong client relationships and liaise with HMRC.

Skills

Personal tax compliance

Advisory services

Strong organisational skills

Client management

Education

ATT or CTA qualified

Job description

Overview

Competitive Salary | Hybrid | Torquay

This highly regarded and growing accountancy practice is committed to delivering first-class professional services while maintaining a supportive, people-focused culture. With a strong presence across the South West, the firm provides opportunities to work on challenging and diverse projects, while fostering career progression and wellbeing.

Role

A fantastic opportunity has arisen for a Private Client Tax Manager to join the Torquay office. The successful candidate will manage a varied portfolio of personal tax clients, including high-net-worth individuals and trusts, while delivering both compliance and advisory services. This is a hybrid role offering a mix of office and home-based working, suited to a motivated professional looking to develop their career in a collaborative and forward-thinking environment.

Responsibilities

• Manage a portfolio of personal tax cases, including HNW individuals and trusts.
• Provide expert tax advisory services on areas such as IHT, residence, domicile, and CGT.
• Review and support the work of junior staff, contributing to their professional development.
• Maintain strong client relationships and liaise with HMRC and professional advisers to deliver exceptional service.

Requirements

• Proven experience in personal tax compliance and advisory work.
• ATT or CTA qualified (or equivalent), with up-to-date technical knowledge.
• Strong organisational skills, with the ability to manage deadlines effectively.
• Professional, discreet, and able to build rapport quickly with clients.

Benefits

• Employer pension scheme
• Cycle to work scheme
• Client and employee referral bonuses
• Employee assistance program
• Virtual GP
• Discounted shopping portal

If you are an ambitious tax professional ready to take the next step in your career, apply today to find out more about this exciting opportunity.

Note on Sponsorship

We regret to inform you that currently, we are unable to offer sponsorship for work authorisation for this role. Therefore, candidates must possess valid authorisation to work in the UK without requiring visa sponsorship.

Recruitment Consultant: Matt Wicks

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