Talent.com
Pro-Finance
Personal Tax ManagerPro-Finance • Yeovil, Somerset, UK
Personal Tax Manager

Personal Tax Manager

Pro-Finance • Yeovil, Somerset, UK
22 days ago
Job type
  • Full-time
Job description

Personal Tax Manager

Yeovil / Exeter

£48,000 - £62,000

I am seeking a motivated and detail-oriented Private Client Tax Adviser at Manager or Assistant Manager level to join a well-established and forward-thinking professional services firm. This is an excellent opportunity to work on a broad range of complex and interesting tax matters, supporting clients who value high-quality, trusted advice.

This role is ideal for someone with a passion for tax planning, particularly inheritance tax and capital gains tax, who enjoys solving technical challenges within a collaborative and supportive environment. You will work with a diverse client base including individuals, business owners, agricultural clients, trusts, and partnerships.

The successful candidate can be based from the firms Yeovil, Exeter or Chippenham offices on a hybrid working model.

What's great about this Personal Tax Manager role?

  • Generous Holiday Allowance (minimum 28 days plus bank holidays)
  • Birthday Leave
  • Flexible Working & Hybrid model
  • Employee Assistance Programme
  • Professional Development
  • Employee Perks & Discounts
  • Pension Scheme

Your role as a Personal Tax Manager:

  • Advising on inheritance tax, capital gains tax, trusts, and succession planning.
  • Supporting the delivery of tax advisory projects.
  • Collaborating with compliance teams to ensure accurate reporting.
  • Liaising confidently with clients, HMRC, and professional advisers.
  • Providing input on remuneration strategies and benefits in kind.
  • Keeping up to date with tax legislation and technical developments.
  • Reviewing junior team members' work and supporting their development.
  • Working across teams to identify opportunities and add value.

What you'll need to succeed:

  • ATT / CTA qualified or part-qualified.
  • Strong experience in capital gains tax and inheritance tax planning.
  • Knowledge of trusts and complex compliance work.
  • Excellent written and verbal communication skills.
  • Strong analytical and organisational abilities.
  • Experience preparing advisory reports and handling technical queries.

What next:

I am looking for an ambitious Personal Tax AM or Manager to join this growing team. Please get in touch for further details:

As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.

Create a job alert for this search

Personal Tax Manager • Yeovil, Somerset, UK

Similar jobs

Manager (Employment Tax)

PKF FRANCIS CLARKBristol, England, GB
Full-time

As a Manager in our Employment Tax team, you’ll take ownership of a varied portfolio of advisory work while building strong client relationships.You’ll deliver high quality technical advice across ... Show more

 • Promoted

Employment Tax Manager

Bishop Fleming UKBristol, England, GB
Full-time

We are looking to recruit a talented Employment Tax Manager to join our growing tax team.Working with a diverse range of clients, from entrepreneurial owner‑managed businesses to expanding corporat... Show more

 • Promoted

M&A Tax Manager

Grant Thornton UKBristol, England, GB
Full-time

At Grant Thornton we do things differently – looking to the future, driving ambitious growth and pioneering positive change in our industry.Providing audit, tax and advisory services, we empower cl... Show more

 • Promoted

CTA Chartered Tax Advisor | Personal & Corporate Tax

Clark Wood - Tax RecruitmentBristol, England, GB
Full-time

Clark Wood - Tax Recruitment is seeking a Chartered Tax Advisor in East Bristol.This role offers a competitive salary along with flexible and hybrid working options within a supportive and collabor... Show more

 • Promoted

Employment Tax Manager

Bishop FlemingBristol, England, GB
Full-time

We are looking to recruit a talented Employment Tax Manager to join our growing tax team.Working with a diverse range of clients, from entrepreneurial owner‑managed businesses to expanding corporat... Show more

 • Promoted

Senior Employment Tax Manager | Lead & Develop Teams

Bishop Fleming UKBristol, England, GB
Full-time

Bishop Fleming UK in Bristol is seeking an Employment Tax Manager to join their growing tax team.The role involves managing a variety of tax advisory projects and developing junior team members whi... Show more

 • Promoted

M&A Tax Manager

GRANT THORNTONBristol, England, GB
Full-time

Our Transaction Advisory Services (TAS) Tax team focuses on delivering end‑to‑end tax structuring and due diligence for private equity and corporate clients across a wide spectrum of sectors and de... Show more

 • Promoted

M&A Tax Manager — Corporate & International

Simpson JudgeBristol, England, GB
Full-time

A recruitment consultancy is seeking a Senior Business Manager specializing in Accountancy Practice to support their expanding Corporate & International Tax team.This role involves managing a broad... Show more

 • Promoted

Senior Manager (Employment Tax)

PKF FRANCIS CLARKBristol, England, GB
Full-time

Are you ready to take the next step in your employment tax career, combining deep technical expertise with growing responsibility for client relationships and business development?.Due to sustained... Show more

 • Promoted

M&A Tax Manager

Simpson JudgeBristol, England, GB
Full-time

Direct message the job poster from Simpson Judge.Senior Business Manager - Accountancy Practice Recruitment Specialist - Midlands & South West.A growing Corporate & International Tax team is seekin... Show more

 • Promoted

Indirect Tax Senior Manager, Growing mid-tier firm

BLTBristol, England, GB
Full-time

We’re delighted to work with this regional practice which has experienced high growth in recent years.There’s loads of interesting (and varied) VAT work coming into the firm, and much demand for th... Show more

 • Promoted

Corporate Tax Assistant Manager

Taylor Rose Recruitment LtdBristol, Bristol, GB
Full-time

Tax specialists Taylor Rose Recruitment have been instructed on a Corporate Tax Assistant Manager opportunity on behalf of our client, a leading firm of Chartered Accountants in Bristol.Perfect for... Show more

 • Promoted

Indirect Tax Senior Manager

Insite GroupBristol, England, GB
Full-time

Recruitment Consultant at Insite Recruitment UK & US.An excellent opportunity has arisen for an experienced Indirect Tax Senior Manager to join a leading regional accounting firm with a strong pres... Show more

 • Promoted

Employment Tax Manager

Bishop Fleming Chartered AccountantsBristol, England, GB
Full-time

We are looking to recruit a talented Employment Tax Manager to join our growing tax team.Working with a diverse range of clients, from entrepreneurial owner-managed businesses to expanding corporat... Show more

 • Promoted

UK Tax Manager: Strategic Tax Leader for Global Growth

Navantia GroupBristol, England, GB
Full-time

Navantia Group in Bristol is seeking a UK Tax Manager to influence strategy and manage tax matters for UK & Northern Ireland.In this high-impact role, you will collaborate with senior leadership an... Show more

 • Promoted

Manager, Corporate Tax, Bristol

EYBristol, England, GB
Full-time

At EY, we’re all in to shape your future with confidence.We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go.Join EY and help ... Show more

 • Promoted

Manager, Corporate Tax, Bristol

Ernst & Young Advisory Services Sdn BhdBristol, England, GB
Full-time

Select how often (in days) to receive an alert:.Select how often (in days) to receive an alert:.At EY, we’re all in to shape your future with confidence.We’ll help you succeed in a globally connect... Show more

 • Promoted

Manager - Global Mobility Tax

EYBristol, England, GB
Full-time

We’re seeking an experienced and motivated Expatriate Tax Manager to join our Mid Markets Tax team.In this dynamic role, you will:.Advise clients on a wide range of international mobility matters.M... Show more

 • Promoted

Tax Manager

Navantia GroupBristol, England, GB
Full-time

Finance team and take ownership of UK & Northern Ireland tax matters within a globally connected business.This role is critical in ensuring compliance, managing risk, and shaping tax strategies tha... Show more

 • Promoted

M&A Tax Director

KCGroupBristol, England, United Kingdom
Full-time

KC Group are working with a leading firm in the South West who have a new requirement for a M&A Tax Director to join their growing advisory and tax team.Advise on key tax risks, including tax warra... Show more