Job Description
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:
Personal Tax Manager - Torquay employer: Oscar Wood
Join a highly respected and growing accountancy practice in London, where you will thrive in a dynamic work culture that values professional development and mentorship. As a Tax Trusts Manager, you'll enjoy competitive salary packages, hybrid working options, and the opportunity to manage prestigious private client portfolios while receiving ongoing support for your career growth. With excellent transport links and a focus on advisory work, this role offers a meaningful and rewarding employment experience in the heart of London.
