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Private Client Tax Senior Manager – Taunton

Clark Wood

Taunton

On-site

GBP 80,000 - 100,000

Full time

30 days ago

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Job summary

An established industry player is seeking a Private Client Tax Senior Manager to lead advisory work for a diverse range of clients in Taunton. This managerial-level role is perfect for a CTA Qualified professional with a strong background in tax planning and client management. You will be responsible for enhancing the firm's tax services and driving business development initiatives. If you are passionate about providing high-quality advisory services and have a proven track record in managing complex tax portfolios, this opportunity is tailor-made for you. Join a dynamic team where your expertise will make a significant impact on client success and business growth.

Qualifications

  • CTA or ACA qualified with extensive experience in tax planning.
  • Proven track record in business development at a managerial level.

Responsibilities

  • Provide high-level advisory services to a diverse portfolio of tax clients.
  • Lead business development efforts to expand client services.

Skills

Business Development
Client Management
Advisory Services
Tax Planning
IHT and CGT Planning

Education

CTA Qualification
ACA Qualification

Job description

Private Client Tax Senior Manager – Taunton

Clark Wood is pleased to present a managerial-level opportunity focusing on advisory work for a diverse portfolio of tax clients in Taunton. This role is ideal for a CTA Qualified Manager or current Senior Manager with experience managing departments and complex tax portfolios.

Key Responsibilities:

  1. Provide high-level advisory and planning services to private clients, high net worth individuals (HNWIs), landed estates, trusts, professional partnerships, owner-managed businesses, and UK subsidiaries of overseas companies.
  2. Lead business development efforts to expand client services and grow the tax portfolio.
  3. Enhance awareness and exposure of the firm's comprehensive tax services.

Ideal Candidate:

  1. CTA or ACA Qualified.
  2. Extensive experience in IHT and CGT planning, advising on residence and domicile issues.
  3. Proven track record in business development and client management at a Manager or Senior Manager level.

Location & Contact Information:

This Taunton office is commutable from areas all across Somerset, Wellington, Tiverton, Bridgwater, Langport etc.

For more details about this exciting opportunity, please contact Richard Clark at Clark Wood:

Phone: 01173 291052

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