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Tax senior/manager - personal tax

Boscombe
Permanent
Portfolio
Manager
Posted: 13 August
Offer description

Tax Senior / Manager - Personal Tax Hybrid: 2 - 3 days on site Based in Poole or Salisbury office 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 ma...

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