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Private Client Tax Manager



Ref RE9722

Are you looking to further your tax career with one of the region’s leading firms? Then read on, as opportunities like this don’t come up every day…


My client has a large network of offices locally and a very good reputation in the market. They employ a very high calibre team of professionals and have fully embraced remote working and flexible working options to enable a great work life balance.


Working in the tax team, your duties in this role will include:


  • Drafting reports and letters providing tax advice including IHT planning, residence and domicile, UK and offshore trusts etc
  • Undertaking CGT advice on property, shares etc 
  • Compliance services including self-assessment tax returns, CGT 60-day reporting and IHT returns
  • Liaising with other group offices throughout the world to meet client requirements
  • Maintaining good client relationships including by telephone and face to face meetings
  • Corresponding and dealing confidentially with client enquires in relation to their personal tax issues and liabilities.
  • Maintaining direct contact with clients, HMRC, solicitors, other accountancy, law and professional services firms, in the delivery of an excellent client service


This role would suit a candidate with a strong background in personal tax compliance and advisory services. A proven track record in a tax focused position within an accountancy practice environment is essential, and it would also be beneficial if the successful candidate had completed ATT studies. You may be undertaking or have already completed CTA studies also, and your study and CPD costs will be covered by my client.


If this sounds like you, then I’d love to hear from you. Please apply addressed to Rob Emsley quoting job reference RE9722.


Trial Balance is a market leading supplier of recruitment services to accountancy practices across the South-West and works on vacancies at all levels in a practice environment. For a confidential discussion about your career options please contact Rob Emsley, our dedicated practice specialist.

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