Private Tax Manager

Lloyd Barnes Recruitment; Devon and Torbay; Sur place; GBP 38 000 - 47 000; Plein temps

Résumé du poste

Lloyd Barnes Recruitment is seeking a Private Tax Manager in Exeter, Devon, offering £38,000 - £47,000 DOE. This role is with a successful professional services organisation on a full-time, permanent basis, focusing on advisory tax for high-net-worth individuals and trusts.

You will manage a varied personal tax portfolio, prepare self-assessment returns and tax computations, advise on IHT, CGT, and residence matters, and develop client relationships while mentoring juniors.

Qualifications

• ATT or CTA qualification or equivalent.
• Experience in personal tax compliance and advisory.
• Strong knowledge of UK personal tax legislation.
• Highly organised with analytical and problem-solving skills.

Responsabilités

• Manage a varied portfolio of personal tax clients and trusts
• Prepare and review self-assessment returns and tax computations
• Advise on IHT, CGT, residence and domicile matters
• Support clients with tax planning and advisory projects
• Prepare engaging reports, recommendations and client correspondence
• Build trusted relationships with clients and professional advisers
• Review junior work and support the development of colleagues
• Identify opportunities to introduce wider specialist services

Connaissances

Personal tax experience

UK personal tax knowledge

Client relationships

Analytical/problem-solving

Formation

ATT or CTA

Description du poste

Private Tax Manager
Exeter, Devon
£38,000 - £47,000 DOE

Our client, a successful and growing professional services organisation, is looking for an ambitious Private Tax Manager to join their expanding tax team on a full-time, permanent basis.

If you're looking to move beyond traditional compliance and build a more advisory-focused career, this could be an excellent next step. As the Private Tax Manager, you'll work with a diverse portfolio of high-net-worth individuals and trusts, tackling interesting and complex tax matters while building trusted client relationships and developing your technical expertise.

With a collaborative team, excellent client exposure and a genuine commitment to professional development, you'll have the opportunity to broaden your experience, take on greater responsibility and build a rewarding long-term career in tax.

The Responsibilities:

• Manage a varied portfolio of personal tax clients and trusts
• Prepare and review self-assessment returns and tax computations
• Advise on IHT, CGT, residence and domicile matters
• Support clients with tax planning and advisory projects
• Prepare engaging reports, recommendations and client correspondence
• Build trusted relationships with clients and professional advisers
• Review junior work and support the development of colleagues
• Identify opportunities to introduce wider specialist services

The Candidate:

• ATT or CTA qualified, or equivalent
• Previous experience across personal tax compliance and advisory
• Strong technical knowledge of UK personal tax legislation
• Highly organised with excellent analytical and problem-solving skills
• Professional, personable and confident building client relationships

Ref: 15380