Are you an experienced personal tax professional looking to step into a rewarding role with clear career progression?
A well-established and respected accountancy and advisory firm based in Wareham is seeking a Personal Tax Manager to join their growing private client tax team. You’ll manage a varied portfolio of clients including high-net-worth individuals, property investors, business owners, and trusts, delivering expert advice and high-quality compliance services.
This is a fantastic opportunity to work in a supportive, forward-thinking environment where your input will be valued and your career development actively supported.
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Apply for this Personal Tax Manager job in Wareham today!
Role Responsibilities
1. Managing a diverse portfolio of personal tax clients and trusts, overseeing the timely preparation and submission of tax returns
2. Acting as the key point of contact for your clients, building strong and lasting relationships
3. Providing expert advice on a range of matters including income tax, capital gains tax, inheritance tax, and trust taxation
4. Supporting junior staff members through mentoring, technical guidance, and review of their work
5. Identifying planning opportunities and supporting the delivery of advisory work
6. Ensuring compliance with internal procedures and regulatory standards
7. Liaising with HMRC and handling ...