Private Client Tax Manager — Hybrid (HNW & Trust)

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

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.