Private Client Tax Manager

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 (phone number removed).

#ASRAF