Private Client Tax Manager

Autograph Recruitment

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).

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