Private ClientTax 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 ClientTax 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 ClientTax Manager:

• Manage a portfolio of personal tax clients, including trusts and High-Net Worth 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: / .

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