Private Client Tax Manager (3147)

Cathedrala appointments; Torquay; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A prominent accountancy practice in Torquay is seeking a Private Client Tax Manager to manage a portfolio of personal tax clients, including high-net-worth individuals and trusts. The role offers a hybrid working model, combining office and home-based work. Candidates should have proven experience in personal tax compliance and advisory work, along with relevant qualifications. The position includes opportunities for career progression in a supportive environment.

Benefits

Employer pension scheme

Cycle to work scheme

Client and employee referral bonuses

Employee assistance program

Virtual GP

Discounted shopping portal

Qualifications

• Proven experience in personal tax compliance and advisory work.
• Up-to-date technical knowledge in tax.
• Ability to manage deadlines effectively.

Responsibilities

• Manage a portfolio of personal tax cases, including HNW individuals and trusts.
• Provide advisory services on IHT, residence, domicile, and CGT.
• Review and support the work of junior staff.

Skills

Personal tax compliance

Tax advisory

Organizational skills

Client relationship management

Education

ATT or CTA qualified (or equivalent)

Job description

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

Ref : 10980