Private Client Tax Manager – Somerset (Full-Time / Part-Time Considered)
A well-established and growing accountancy practice in Somerset is looking to recruit an experienced Private Client Tax professional to join their expanding team.
This is an excellent opportunity to join a collaborative and forward-thinking firm, working closely with experienced accountants and partners, and gaining exposure to a diverse client base ranging from SME business owners to high-net-worth individuals.
The Role
Managing your own portfolio of private clients, with support from senior leadership
Preparing personal tax returns and computations within deadlines
Acting as a key point of contact, building strong client relationships
Supporting clients across all aspects of their tax affairs, including advisory work
Proactively managing workflows and prioritising day-to-day tasks
Assisting with ad hoc projects such as tax enquiries, disclosures, and international tax matters
Contributing to process improvements and use of technology within the team
Working Environment
The firm has a strong team-focused culture and values in-office collaboration. While flexible working arrangements are supported (including reduced hours and job shares), this is primarily an office-based role.
You will be given autonomy in your work, alongside ongoing support and development opportunities to help you progress your career.
Experience Required
Minimum 5+ years’ experience in a similar tax-focused role
Strong practical knowledge of personal tax compliance
Experience managing client relationships
Background within an accountancy practice environment
Personal Attributes
Self-motivated and proactive
Strong communication and interpersonal skills
High level of professionalism and confidentiality
Excellent attention to detail and organisational skills
Positive, personable, and team-oriented approach
Salary & Benefits
Salary from circa £42,000+ (pro rata), depending on experience
23 days holiday + bank holidays (with increases for service)
Holiday carry-over option
Private healthcare
Employee Assistance Programme
Pension with death in service benefit
Additional incentive/commission schemes
Additional Information
Full-time (35 hours) or part-time (minimum 28 hours) considered
Office-based role in Somerset
Strong progression and development opportunities available
Please apply for this role if of interest to you, Or please do give me a call on (phone number removed).
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