Personal 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:
