Private Client Tax Manager
Torquay
£50,000 - £58,000
I'm working with a well-established and highly regarded accountancy firm in Torquay that is looking to appoint a Private Client Tax Manager to join its growing tax team.
This role would suit an experienced tax professional who is keen to take the next step in their career within a supportive, forward-thinking environment. You'll be responsible for delivering high-quality personal tax compliance and advisory services to a varied client base, including trusts and high-net-worth individuals.
The firm places a strong emphasis on professional development, collaboration and wellbeing, offering genuine long-term career progression.
What's great about this Private Client Tax Manager role?
* Hybrid working model
* Option to buy up to 5 additional days holiday
* Health & wellbeing benefits package
* Retail & gym discounts
* One paid volunteering day per year
Your role as a Private Client Tax Manager:
* Manage a portfolio of personal tax clients, including trusts and High-Net Wealth individuals.
* Draft advisory reports and client correspondence covering areas such as IHT planning, residence and domicile.
* Meet with clients to understand their tax planning needs and provide tailored advice.
* Provide CGT advice on property, shares and other assets for UK and non-UK resident individuals.
* Review work prepared by junior team members and support their ongoing development.
* Oversee compliance services, including preparation and review of self-assessment tax returns and computations.
* Identify opportunities to introduce clients to other service lines, particularly financial planning.
* Request, collate and maintain client information.
* Deal confidently with client queries and correspondence.
* Liaise directly with clients, HMRC, solicitors and other professional advisers to deliver an excellent client experience.
What you'll need to succeed:
* You must be ACA Qualified with post qualification experience.
* ATT or CTA qualification (or equivalent), with strong and up-to-date technical knowledge.
* A good understanding of regulatory and compliance standards within tax.
* Strong organisational skills and the ability to manage deadlines effectively.
* A professional, discreet and client-focused approach, with the ability to build rapport quickly.
What next:
This firm is a large independent practice with a strong regional presence, offering the opportunity to work on high-quality, interesting client work while still benefiting from a friendly and inclusive culture.
Flexible and hybrid working is supported, and there is a clear commitment to learning, development and employee wellbeing. The firm has received multiple national workplace recognitions based on independent employee feedback and is also part of a wider international network, offering exposure to global collaboration where required.
Please get in touch for further details: Jenna.Johnson@pro-finance.co.uk / 07979027390.
As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
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