Personal Tax Manager

Posted 6 March by Michael Page Finance Ending soon

A superb opportunity for a CTA qualified, Personal Tax Manager has arisen with a leading, Somerset, Taunton based accountancy practice, in a role offering career progression and development potential.

Client Details

A leading, highly successful and growing firm of chartered accountants, based in Somerset with Taunton offices. More detail on application and confidential discussion.


A superb opportunity for a CTA qualified Personal Tax Manager has arisen with a leading, Somerset, Taunton based firm of accountants, in a role offering career progression and development potential. You will join a highly regarded and successful private client team, taking compliance responsibility for a portfolio of HNWIs and trusts with associated tax planning and project work arising from this client base. You will look to develop working relationships with your clients and colleagues across the firm, with significant client contact and responsibility. You will manage a wide range of tax planning projects, on a wide range of tax issues relevant to HNWIs, non-doms tax planning advice, capital gains tax planning for a range of issues such as on the main residence; investment properties; development land tax planning, Trust tax compliance and planning opportunities, IHT and estate planning and SDLT compliance and identifying when particular reliefs might be relevant to a transaction. You will regularly meet with clients to discuss tax planning opportunities. With positive developments in the tax team and wider practice, excellent prospects for career progression are on offer, for career focused tax professionals.


Ideally ATT and/or CTA qualified, or ACA qualified, with a strong background in personal tax, ideally with advisory and planning experience to compliment your compliance background, gained within an accountancy practice or specialist tax firm environment as a Private Client / Personal Tax Manager. You will have experience of dealing with HNWIs, both UK based and non domiciled, trusts etc and you will be searching for a career move, where you can progress your tax advisory career and carve a key role within a leading, chartered accountancy firm.

Job Offer

£35,000 - circa £48,000 plus benefits, dependent on experience and background, negotiable.

Reference: 34622638

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