Personal Tax Manager - Torquay
15 days ago
Torquay
Personal Tax Manager – Torquay \n Torquay, Devon | Hybrid Working | Full-Time or Part-Time | Competitive Salary + Benefits \n We're recruiting a Personal Tax Manager in Torquay on behalf of a highly respected and growing accountancy and business advisory firm. \n This is an excellent opportunity for an experienced personal tax professional to join a specialist team, managing a varied portfolio of high-net-worth individuals, trusts and private clients, with a strong mix of compliance and advisory work. \n The Role \n You'll manage your own portfolio while working closely with senior tax professionals to deliver high-quality personal tax advice and compliance services. \n Key responsibilities include: \n\n • Manage a portfolio of private clients, trusts and HNW individuals\n, • Prepare and review Self Assessment tax returns and complex computations\n, • Advise on IHT planning, residence and domicile\n, • Provide CGT advice on property, shares and other assets\n, • Advise both UK and non-UK resident individuals\n, • Prepare technical reports and written tax advice\n, • Attend client meetings and identify tax planning opportunities\n, • Liaise with clients, HMRC, solicitors and other professional advisers\n, • Review work and support the development of junior team members\n, • Identify opportunities to introduce wider services across the firm\n, • Maintain excellent client relationships and deliver a high standard of service\n\n About You \n You'll have previous experience in a UK personal or private client tax role, with strong exposure to both compliance and advisory work. \n You'll ideally have: \n\n • ATT or CTA qualified, or equivalent experience\n, • Strong personal tax compliance and advisory experience\n, • Experience advising HNW individuals and trusts\n, • Good technical knowledge of IHT, CGT, residence and domicile\n, • Experience preparing and reviewing Self Assessment returns\n, • Strong technical report writing skills\n, • Excellent client relationship and communication skills\n, • Strong organisational and time management abilities\n, • A professional, discreet and client-focused approach\n, • Experience mentoring or reviewing junior team members\n\n What's on Offer \n\n • Full-time or part-time options\n, • Hybrid and flexible working\n, • High-quality private client portfolio\n, • Strong exposure to advisory work\n, • HNW individuals and trusts\n, • Ongoing technical training and development\n, • Clear career progression\n, • Supportive and collaborative team environment\n, • Competitive salary and benefits\n\n Location \n Torquay, Devon \n Easily commutable from Paignton, Newton Abbot, Brixham, Totnes, Exeter and surrounding areas. \n Apply \n For a confidential discussion or to apply, please contact Jack Wood: