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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
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
- £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
- Ongoing development opportunities
- Supportive company culture
- Plus more
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.
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.
