Description
For an experienced private client tax professional who is looking for a role that offers real technical challenge, a high-quality client base, and a firm that will genuinely support their long-term ambitions, this opportunity with a leading firm of Chartered Accountants in Taunton is one that deserves serious consideration, with flexible working, a company pension, and much more on offer.
Crowe Watson Recruitment has a thorough understanding of the South West accountancy market and a genuine track record of placing private client tax professionals into leading practice roles across the region. The team is known for the quality of the advice it gives to candidates and the care taken to ensure that every introduction is well-considered and genuinely right for both parties. For any private client tax professional considering their options in Somerset and the wider South West, Crowe Watson is the right team to have on your side.
Taunton is a well-connected and thriving market town with a diverse and loyal business community, and this firm has built an excellent reputation within it over many years, serving a broad and interesting portfolio of private clients that reflects the character and prosperity of the surrounding area. As Private Client Tax Manager, you will take full ownership of a varied portfolio of high-net-worth individuals, trusts, and estates, delivering expert compliance and advisory services across a broad range of complex personal tax matters whilst working closely with partners on more strategically significant assignments. There is a clear and well-supported route to senior manager level for the right individual, within a team that is collaborative, technically strong, and genuinely committed to doing excellent work for the clients it serves. You might not meet all the criteria, but if you are passionate about developing yourself and your career, we’d love to hear from you.
Crowe Watson is acting as an Employment Agency. References to pay rates are indicative and salary is dependent on experience.
Please note that Crowe Watson Recruitment is unable to assist with sponsorship applications; all candidates must have the right to work in the UK without restriction.
Key Responsibilities
Managing a portfolio of private clients including high-net-worth individuals, trusts, and estates
Delivering expert advice across income tax, capital gains tax, and inheritance tax
Reviewing self-assessment tax returns and overseeing the compliance process
Building and maintaining strong, trusted client relationships as a key point of contact
Mentoring and supporting the development of junior members of the tax team
Liaising with HMRC on client matters including enquiries and investigations
Requirements
CTA and/or ACA/ACCA qualified with a strong private client tax background
At least five years' experience working within a UK Practice environment
Proven experience managing a portfolio of HNW private clients with technical accuracy and confidence
Strong knowledge of UK personal tax, capital gains tax, inheritance tax, and trusts
Excellent communication and interpersonal skills with a confident client-facing manner
Organised, detail-oriented, and able to manage competing deadlines effectively
Crowe Watson Recruitment has a thorough understanding of the South West accountancy market and a genuine track record of placing private client tax professionals into leading practice roles across the region. The team is known for the quality of the advice it gives to candidates and the care taken to ensure that every introduction is well-considered and genuinely right for both parties. For any private client tax professional considering their options in Somerset and the wider South West, Crowe Watson is the right team to have on your side.
Taunton is a well-connected and thriving market town with a diverse and loyal business community, and this firm has built an excellent reputation within it over many years, serving a broad and interesting portfolio of private clients that reflects the character and prosperity of the surrounding area. As Private Client Tax Manager, you will take full ownership of a varied portfolio of high-net-worth individuals, trusts, and estates, delivering expert compliance and advisory services across a broad range of complex personal tax matters whilst working closely with partners on more strategically significant assignments. There is a clear and well-supported route to senior manager level for the right individual, within a team that is collaborative, technically strong, and genuinely committed to doing excellent work for the clients it serves. You might not meet all the criteria, but if you are passionate about developing yourself and your career, we’d love to hear from you.
Crowe Watson is acting as an Employment Agency. References to pay rates are indicative and salary is dependent on experience.
Please note that Crowe Watson Recruitment is unable to assist with sponsorship applications; all candidates must have the right to work in the UK without restriction.
Key Responsibilities
Managing a portfolio of private clients including high-net-worth individuals, trusts, and estates
Delivering expert advice across income tax, capital gains tax, and inheritance tax
Reviewing self-assessment tax returns and overseeing the compliance process
Building and maintaining strong, trusted client relationships as a key point of contact
Mentoring and supporting the development of junior members of the tax team
Liaising with HMRC on client matters including enquiries and investigations
Requirements
CTA and/or ACA/ACCA qualified with a strong private client tax background
At least five years' experience working within a UK Practice environment
Proven experience managing a portfolio of HNW private clients with technical accuracy and confidence
Strong knowledge of UK personal tax, capital gains tax, inheritance tax, and trusts
Excellent communication and interpersonal skills with a confident client-facing manner
Organised, detail-oriented, and able to manage competing deadlines effectively