Private Client Tax Senior Manager Taunton

Clark Wood - Tax Recruitment; Taunton; On-site; GBP 125,000 - 150,000; Full time

Job summary

A leading tax advisory firm in Taunton seeks a Private Client Tax Senior Manager to oversee advisory services for diverse tax clients. The ideal candidate is CTA or ACA qualified, with extensive experience in tax planning and business development. This role offers a chance to enhance client services and contribute to the growth of the firm's tax portfolio. The position is commutable from various areas within Somerset and offers an exciting opportunity for managerial professionals.

Qualifications

• Experience in Inheritance Tax (IHT) and Capital Gains Tax (CGT) planning.
• Strong background in advising on residence and domicile issues.
• Management experience at a Manager or Senior Manager level.

Responsibilities

• Provide high-level advisory and planning services to private clients.
• Lead business development efforts to expand client services.
• Enhance awareness of the firm’s comprehensive tax services.

Skills

Tax advisory services

Business development

Client management

Education

CTA or ACA Qualified

Job description

Private Client Tax Senior Manager – Taunton

Senior Management Opportunity in Private Client Tax Advisory

Clark Wood is pleased to present a managerial-level opportunity focusing on advisory work for a diverse portfolio of tax clients in Taunton. This role is ideal for a CTA Qualified Manager or current Senior Manager with experience managing departments and complex tax portfolios.

Key Responsibilities

• Provide high-level advisory and planning services to private clients, high net worth individuals (HNWIs), landed estates, trusts, professional partnerships, owner-managed businesses, and UK subsidiaries of overseas companies.
• Lead business development efforts to expand client services and grow the tax portfolio.
• Enhance awareness and exposure of the firm’s comprehensive tax services.

Ideal Candidate

• CTA or ACA Qualified.
• Extensive experience in IHT and CGT planning, advising on residence and domicile issues.
• Proven track record in business development and client management at a Manager or Senior Manager level.

Location & Contact Information

This Taunton office is commutable from areas all across Somerset, Wellington, Tiverton, Bridgwater, Langport etc.

For further info or a discreet initial chat, please contact Rich Clark at [e-mail] / Mobile: [phone]