A highly regarded and growing accountancy practice, based in Falmouth is searching for a qualified, Private Client / Personal Tax Manager, within an advisory focused role to deliver personal tax advisory services to a varied client base, alongside growing and developing this successful firms tax department. You will carve a pivotal role within this firm, working closely with partners, with associated career progression on offer.
This long established accountancy practice based in Falmouth has a broad breath of private and trust clients with a client base that spreads far beyond Cornwall, with clients across the South of England and further afield. The firm has a strong commercial and forward looking ethos, alongside a real focus on quality of client care, focusing on quality of service delivery and client relationships.
Joining as Tax Manager, the delivery side of your role will be focused on the provision of personal tax advice to a wide ranging client base of High Net Worth Individuals, Entrepreneurs and their families, Trusts, Landed Estates, and other clients. Alongside delivery on personal tax planning across IHT, CGT, trusts and other projects, you will drive the overall development of the firms tax department, mentoring staff, overseeing a quality compliance service delivered by the team, liaising with HMRC and taking a lead in the further growth of the firms tax offering, undertaking marketing and business development. There are excellent opportunities for career progression in addition as you carve a key position within this firm, working closely with partners.
You will be any of ACA, ACCA, and/or CTA / STEP qualified, with an accountancy practice, or specialist tax firm background, with a demonstrable specialism within private client / personal tax, at around tax manager, or senior manager levels. You will therefore be able to demonstrate the ability to deal with complex tax advisory and planning issues, across areas such as IHT, CGT, Trusts etc. In addition, you will ideally bring staff management and the ability to manage a substantial client portfolio profitably, along with an interest and ability to further grow and develop a firms tax department. You will be looking for a role with career progression and development potential, within a highly successful and well regarded accountancy practice firm.
£45,000 - £58,000 dependent on experience and background, plus benefits.