Personal Tax Manager
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Personal Tax Manager
Are you an experienced personal tax professional looking to step into a rewarding role with clear career progression?
A well-established and respected accountancy and advisory firm based in Ferndown is seeking a Personal Tax Manager to join their growing private client tax team. You’ll manage a varied portfolio of clients including high-net-worth individuals, property investors, business owners, and trusts, delivering expert advice and high-quality compliance services.
This is a fantastic opportunity to work in a supportive, forward-thinking environment where your input will be valued and your career development actively supported.
Want to hear more?
Apply for this Personal Tax Manager job in Ferndown today!
Role Responsibilities
- Managing a diverse portfolio of personal tax clients and trusts, overseeing the timely preparation and submission of tax returns
- Acting as the key point of contact for your clients, building strong and lasting relationships
- Providing expert advice on a range of matters including income tax, capital gains tax, inheritance tax, and trust taxation
- Supporting junior staff members through mentoring, technical guidance, and review of their work
- Identifying planning opportunities and supporting the delivery of advisory work
- Ensuring compliance with internal procedures and regulatory standards
- Liaising with HMRC and handling client correspondence related to enquiries and disclosures
About the Firm
You’ll be part of a forward-thinking and supportive team at a firm with a strong reputation for delivering expert advice and personal service across tax, accountancy, financial planning, and business advisory services.
Candidate Requirements
- ATT and/or CTA qualified (or QBE with significant relevant experience)
- Proven experience managing a personal tax portfolio within a practice environment
- Strong technical knowledge of personal tax, trusts, and estate planning
- Excellent communication and relationship management skills
- Highly organised with the ability to manage competing deadlines and priorities
- A proactive, client-focused approach with a commitment to service excellence
- Experience supervising or mentoring junior team members is desirable
What’s On Offer
- £50,000 to £70,000 per annum
- Full time, permanent role
- Generous annual leave
- Hybrid working options for flexibility
- Contributory company pension
- Health and wellbeing support
- Supportive company culture
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About Public Practice Recruitment Ltd
Public Practice Recruitment Ltd recruits high-calibre accounting professionals at all levels for tax, accounts, and auditor jobs on both a permanent and temporary basis for accountancy firms.
Call Public Practice Recruitment Ltd today on 0333 577 7787 to discover how we can support you.
Specialising solely in accountancy recruitment, Public Practice Recruitment Ltd regularly has new accountancy jobs in Ferndown and has a superb track record of meeting and exceeding expectations for accountants looking for their next accounting role.
Call us for a confidential chat on 0333 577 7787 or upload your CV here.
Seniority level
Seniority level
Mid-Senior level
Employment type
Employment type
Full-time
Job function
Job function
Accounting/AuditingIndustries
Accounting and Financial Services
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#J-18808-Ljbffr- Location:
- Ferndown, England, United Kingdom
- Salary:
- £60,000 - £80,000
- Job Type:
- FullTime
- Category:
- Human Resources
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