Personal Tax Manager – Torquay
other jobs Oscar Wood
Added before 4 Days
- England,South West,Devon
- Full Time, Permanent
- Salary negotiable
Job Description:
Full job descriptionPersonal Tax Manager – Torquay
Torquay, Devon | Hybrid Working | Full-Time or Part-Time | Competitive Salary + Benefits
We’re recruiting a Personal Tax Manager in Torquay on behalf of a highly respected and growing accountancy and business advisory firm.
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.
The Role
You’ll manage your own portfolio while working closely with senior tax professionals to deliver high-quality personal tax advice and compliance services.
Key responsibilities include:
* Manage a portfolio of private clients, trusts and HNW individuals
* Prepare and review Self Assessment tax returns and complex computations
* Advise on IHT planning, residence and domicile
* Provide CGT advice on property, shares and other assets
* Advise both UK and non-UK resident individuals
* Prepare technical reports and written tax advice
* Attend client meetings and identify tax planning opportunities
* Liaise with clients, HMRC, solicitors and other professional advisers
* Review work and support the development of junior team members
* Identify opportunities to introduce wider services across the firm
* Maintain excellent client relationships and deliver a high standard of service
About You
You’ll have previous experience in a UK personal or private client tax role, with strong exposure to both compliance and advisory work.
You’ll ideally have:
* ATT or CTA qualified, or equivalent experience
* Strong personal tax compliance and advisory experience
* Experience advising HNW individuals and trusts
* Good technical knowledge of IHT, CGT, residence and domicile
* Experience preparing and reviewing Self Assessment returns
* Strong technical report writing skills
* Excellent client relationship and communication skills
* Strong organisational and time management abilities
* A professional, discreet and client-focused approach
* Experience mentoring or reviewing junior team members
What’s on Offer
* Full-time or part-time options
* Hybrid and flexible working
* High-quality private client portfolio
* Strong exposure to advisory work
* HNW individuals and trusts
* Ongoing technical training and development
* Clear career progression
* Supportive and collaborative team environment
* Competitive salary and benefits
Location
Torquay, Devon
Easily commutable from Paignton, Newton Abbot, Brixham, Totnes, Exeter and surrounding areas.
Apply
For a confidential discussion or to apply, please contact Jack Wood:
Torquay, Devon | Hybrid Working | Full-Time or Part-Time | Competitive Salary + Benefits
We’re recruiting a Personal Tax Manager in Torquay on behalf of a highly respected and growing accountancy and business advisory firm.
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.
The Role
You’ll manage your own portfolio while working closely with senior tax professionals to deliver high-quality personal tax advice and compliance services.
Key responsibilities include:
* Manage a portfolio of private clients, trusts and HNW individuals
* Prepare and review Self Assessment tax returns and complex computations
* Advise on IHT planning, residence and domicile
* Provide CGT advice on property, shares and other assets
* Advise both UK and non-UK resident individuals
* Prepare technical reports and written tax advice
* Attend client meetings and identify tax planning opportunities
* Liaise with clients, HMRC, solicitors and other professional advisers
* Review work and support the development of junior team members
* Identify opportunities to introduce wider services across the firm
* Maintain excellent client relationships and deliver a high standard of service
About You
You’ll have previous experience in a UK personal or private client tax role, with strong exposure to both compliance and advisory work.
You’ll ideally have:
* ATT or CTA qualified, or equivalent experience
* Strong personal tax compliance and advisory experience
* Experience advising HNW individuals and trusts
* Good technical knowledge of IHT, CGT, residence and domicile
* Experience preparing and reviewing Self Assessment returns
* Strong technical report writing skills
* Excellent client relationship and communication skills
* Strong organisational and time management abilities
* A professional, discreet and client-focused approach
* Experience mentoring or reviewing junior team members
What’s on Offer
* Full-time or part-time options
* Hybrid and flexible working
* High-quality private client portfolio
* Strong exposure to advisory work
* HNW individuals and trusts
* Ongoing technical training and development
* Clear career progression
* Supportive and collaborative team environment
* Competitive salary and benefits
Location
Torquay, Devon
Easily commutable from Paignton, Newton Abbot, Brixham, Totnes, Exeter and surrounding areas.
Apply
For a confidential discussion or to apply, please contact Jack Wood:
Job number 4075436
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Company Details:
Oscar Wood
Company size: 1–4 employees
Industry: Accountancy (Qualified)
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