Tax Manager

Are you a tax expert ready to take the next step in your career?

A well-established and client-focused firm based in Wareham is looking for a Tax Manager to join their expanding private client tax team.

Working with a diverse portfolio that includes high-net-worth individuals, property investors, entrepreneurs, and trusts, you'll be at the forefront of delivering high-quality tax advice and compliance services. You’ll be the key point of contact for your clients, providing tailored, proactive guidance on everything from income tax to inheritance and capital gains tax planning.

This is a fantastic opportunity to work in a friendly, supportive environment that encourages career growth and offers a clear path to progression.

Want to learn more?

Apply for this Tax Manager job in Wareham, Dorset today!

• Managing client relationships: Serve as the main advisor for a wide-ranging portfolio, ensuring a high level of client service
• Handling compliance and advisory work: Prepare and review personal tax returns and advisory documents covering IHT, CGT, trust and estate planning
• Overseeing your portfolio: Maintain up-to-date client records and ensure compliance with relevant deadlines and standards
• Spotting new opportunities: Help grow the firm by identifying new client needs and cross-selling additional services
• Upholding high standards: Be an ambassador for the firm and contribute to continuous improvements in client service and delivery

This forward-thinking firm has built a strong reputation across Dorset and beyond for its high-quality service and commitment to client care.

With a dedicated team offering a broad range of accountancy, tax, financial planning, and business advisory services, they place long-term relationships and tailored advice at the heart of everything they do.

• ATT or CTA qualified (or equivalent experience)
• Excellent technical knowledge, particularly in personal tax, trusts and estates
• Highly organised with the ability to manage multiple priorities, especially during peak compliance periods
• Confident communicator and relationship builder with a client-first attitude
• A team player with a proactive approach and a keen eye for opportunity

• £50,000 to £70,000 per annum
• Permanent, full-time role
• Generous holiday allowance
• Flexible / hybrid working
• Mental health and wellbeing support
• Contributory pension scheme
• Ongoing progression
• Supportive team
• Positive 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 Wareham and has a superb track record of meeting and exceeding expectations for accountants looking for their next accounting role.