Our client has built a strong reputation in the Private Client field, acting for an impressive HNW client list of new-money entrepreneurs, business owners, multi-generational families and landed wealth. Demand for their personal tax expertise continues to grow and they are now keen to appoint an additional CTA at Manager level.
You will join a thriving and growing team in Taunton. Performing very much a client-facing role as a key point of contact, you’ll take responsibility for a broad portfolio of HNWIs and their families. You’ll oversee their annual compliance, as well as identifying and advising on ad hoc personal tax planning opportunities. Working closely with senior managers and partners, you’ll undertake capital taxes advisory projects and also have the opportunity to assist with networking and marketing initiatives.
You’ll need to be CTA qualified and currently working either as a Manager or Assistant Manager in a respected Private Client Tax team. You’ll be looking for the next step in your career and be keen to join a supportive environment where you’ll be encouraged to develop your technical and non-technical skills.
Demonstrable experience of advising HNWIs on income tax, CGT, IHT and succession planning is essential. You’ll also need strong communication and interpersonal skills as this is a key client relationship management role.
Based in Taunton, the role offers homeworking two days a week, as well as flexible hours. Salary will be dependent on experience but is likely to be c.£52k-£62k + Bens. Genuine scope exists to progress on to Senior Manager grade.
If you would be interested in learning more about this opportunity, please email me quoting Ref 5277 - michaelhowells@howellsconsulting.co.uk
Alternatively, simply apply below:
#J-18808-Ljbffr
Personal Tax Manager - Taunton employer: Howells Consulting Ltd
Howells Consulting Ltd is an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation in the heart of Cambridge. With a strong focus on employee growth, you will have access to tailored development opportunities while working alongside a talented team dedicated to providing top-tier advice to high-net-worth clients. The company's commitment to work-life balance and its supportive environment make it an ideal place for professionals looking to advance their careers in wealth planning and tax strategies.
