Private Client Tax Manager – Somerset (Full-Time / Part-Time Considered)
A well-established and growing accountancy practice in Somerset is looking to recruit an experienced Private Client Tax professional to join their expanding team.
This is an excellent opportunity to join a collaborative and forward-thinking firm, working closely with experienced accountants and partners, and gaining exposure to a diverse client base ranging from SME business owners to high-net-worth individuals.
The Role
- Managing your own portfolio of private clients, with support from senior leadership
- Preparing personal tax returns and computations within deadlines
- Acting as a key point of contact, building strong client relationships
- Supporting clients across all aspects of their tax affairs, including advisory work
- Proactively managing workflows and prioritising day-to-day tasks
- Assisting with ad hoc projects such as tax enquiries, disclosures, and international tax matters
- Contributing to process improvements and use of technology within the team
Working Environment
The firm has a strong team-focused culture and values in-office collaboration. While flexible working arrangements are supported (including reduced hours and job shares), this is primarily an office-based role.
You will be given autonomy in your work, alongside ongoing support and development opportunities to help you progress your career.
Experience Required
- Minimum 5+ years’ experience in a similar tax-focused role
- Strong practical knowledge of personal tax compliance
- Experience managing client relationships
- Background within an accountancy practice environment
Personal Attributes
- Self-motivated and proactive
- Strong communication and interpersonal skills
- High level of professionalism and confidentiality
- Excellent attention to detail and organisational skills
- Positive, personable, and team-oriented approach
Salary & Benefits
- Salary from circa £42,000+ (pro rata), depending on experience
- 23 days holiday + bank holidays (with increases for service)
- Holiday carry-over option
- Private healthcare
- Employee Assistance Programme
- Pension with death in service benefit
- Additional incentive/commission schemes
Additional Information
- Full-time (35 hours) or part-time (minimum 28 hours) considered
- Office-based role in Somerset
- Strong progression and development opportunities available
Please apply for this role if of interest to you, Or please do give me a call on 01454 550885.
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