Private Client Tax Manager – HNW Wealth & Flexible Hours

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 in Taunton is seeking a CTA-qualified private client tax professional at Manager level to lead a portfolio of HNWIs. You will oversee annual compliance and identify personal tax planning opportunities while working with senior managers and partners.

You will be based in Taunton with homeworking two days per week and flexible hours, offering a supportive environment and clear progression toward Senior Manager.

Qualifications

• CTA-qualified and currently working as Manager or Assistant Manager in Private Client Tax
• Demonstrated experience advising HNWIs on income tax, CGT, IHT and succession planning
• Strong communication and interpersonal skills are essential for client relationship management

Responsibilities

• Oversee annual compliance for a broad portfolio of HNWIs and their families
• Identify and advise on ad hoc personal tax planning opportunities
• Undertake capital taxes advisory projects and assist with networking and marketing initiatives
• Collaborate closely with senior managers and partners

Skills

Client-facing

Communication skills

Interpersonal skills

Education

CTA qualification

Job description

Taxation in Taunton is seeking a CTA-qualified private client tax professional at Manager level to lead a portfolio of HNWIs. You will oversee annual compliance and identify personal tax planning opportunities while working with senior managers and partners.

You will be based in Taunton with homeworking two days per week and flexible hours, offering a supportive environment and clear progression toward Senior Manager.