At a Glance
- Tasks: Lead tax advisory for diverse clients and manage complex portfolios.
- Company: Dynamic firm in Taunton with a focus on private client tax.
- Benefits: Highly competitive salary and opportunities for professional growth.
- Other info: Join a supportive team and enhance your career in a thriving environment.
- Why this job: Make a real impact in tax advisory for high net worth individuals.
- Qualifications: CTA or ACA qualified with extensive tax planning experience.
The predicted salary is between 51750 - 63250 £ per year.
Clark Wood is pleased to present a managerial-level opportunity focusing on advisory work for a diverse portfolio of tax clients in Taunton. This role is ideal for a CTA Qualified Manager or current Senior Manager with experience managing departments and complex tax portfolios.
Key Responsibilities:
- Provide high-level advisory and planning services to private clients, high net worth individuals (HNWIs), landed estates, trusts, professional partnerships, owner-managed businesses, and UK subsidiaries of overseas companies.
- Lead business development efforts to expand client services and grow the tax portfolio.
- Enhance awareness and exposure of the firm's comprehensive tax services.
Ideal Candidate:
- CTA or ACA Qualified.
- Extensive experience in IHT and CGT planning, advising on residence and domicile issues.
- Proven track record in business development and client management at a Manager or Senior Manager level.
Private Client Tax Senior Manager – Taunton employer: Clark Wood
Clark Wood is an excellent employer, offering a supportive work culture that prioritises employee growth and development. Located in Cannock, the firm provides a competitive salary and the chance to work with a diverse client base, ensuring that every day brings new challenges and opportunities for professional advancement.
We think you need these skills to ace Private Client Tax Senior Manager – Taunton
CTA Qualification
ACA Qualification
Advisory Skills
Tax Planning
IHT Planning
CGT Planning
Client Management
