Tax Senior/Manager - Personal Tax

The Portfolio Group; Truro; Hybrid; GBP 150,000 - 200,000; Full time

Job summary

A respected accountancy firm in Truro seeks a Tax Senior / Manager to manage a portfolio of personal tax clients, including high-net-worth individuals. You'll provide compliance and advisory services, preparing detailed reports and advising on inheritance tax planning. The ideal candidate will be part or fully qualified ATT or CTA, with strong report-writing and relationship-building skills. This position offers excellent salary, benefits, and career progression within a supportive environment.

Benefits

Option to buy extra holiday days

Virtual GP access

Counselling and family support services

Group income protection

Health cash plan

Discounts on shopping and gym memberships

One volunteering day per year

Qualifications

• Experience in tax compliance and advisory work.
• Strong report-writing skills.
• Understanding of compliance regulations.

Responsibilities

• Manage a portfolio of personal tax cases.
• Prepare detailed tax reports and letters.
• Meet with clients to discuss tax strategies.

Skills

Tax compliance

Advisory work

Report-writing

Client relationship management

Education

Part or fully ATT or CTA qualified

Job description

Tax Senior / Manager - Personal Tax

Hybrid: 2 - 3 days on site
Based in Truro
Excellent salary + benefits package

Overview

If you're ready to take the next step in your tax career, this role offers the perfect blend of variety, technical challenge, and scope for progression.

You'll work as part of a friendly, collaborative tax team, managing a portfolio of personal tax clients that includes high-net-worth individuals and trusts. The position covers both compliance and advisory work, giving you the chance to use your expertise to deliver practical solutions while developing strong, long-term client relationships.

You will be supported in your career through ongoing training, exposure to interesting work, and the backing of experienced colleagues.

The Role
On a day-to-day basis, you will:

• Manage a portfolio of personal tax cases, including trusts and HNW individuals
• Prepare detailed reports and letters, offering advice on inheritance tax planning, residence, and domicile issues
• Provide CGT advice on property, shares, and other assets for both UK and non-UK residents
• Meet with clients to discuss and tailor their tax planning strategies
• Review the work of junior team members and support their professional development
• Prepare and review self-assessment tax returns and computations
• Identify opportunities to introduce clients to other in-house services, such as financial planning
• Request and maintain client information, and handle queries with confidence
• Liaise directly with clients, HMRC, solicitors, and other professionals to ensure excellent service delivery

About You

• Experience in tax compliance and advisory work, with strong report-writing skills
• Part or fully ATT or CTA qualified (or equivalent) and up-to-date technical knowledge
• An understanding of relevant compliance regulations and standards
• Excellent organisational skills and the ability to work to deadlines
• A professional, discreet approach and the ability to build strong client relationships

Benefits

• Option to buy up to 5 extra days of holiday
• Virtual GP access for you and your immediate family
• Counselling and family support services

• Group income protection
• Health cash plan for everyday healthcare costs

• Discounts on shopping and gym memberships
• One volunteering day per year to support local causes

Why Join?

This is a chance to join a respected and growing accountancy firm with a strong regional presence. They offer a flexible and supportive working environment where people are encouraged to develop their skills and progress their careers.

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