Private Client Tax Manager – HNW & Planning, Hybrid

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

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.