Are you an experienced Personal Tax professional looking for a role where you can take ownership of a diverse client portfolio while working in a supportive and growing firm?
Do you enjoy managing high-net-worth individuals, handling complex tax matters, and providing expert advisory services?
A well-established accountancy practice in Stratford-upon-Avon is looking for a Personal Tax Manager to join their team.
This is a fantastic opportunity for a CTA-qualified or experienced tax specialist who enjoys working with private clients, trusts, estates, and high-net-worth individuals (HNWIs). You’ll be responsible for personal tax compliance (80-85%), while also offering specialist advisory services, particularly around residency, domicile, and capital gains tax (CGT).
Interested?
Apply now for this Personal Tax Manager job in Stratford-upon-Avon!
Role Responsibilities
1. Managing a portfolio of private clients, including business owners, HNWIs, trusts, and estates
2. Leading the preparation and review of personal tax returns, ensuring compliance with HMRC regulations
3. Providing expert advisory services, including tax planning for residency and domicile, CGT, inheritance tax (IHT), and succession planning
4. Liaising directly with clients and acting as their trusted tax advisor
5. Managing HMRC enquiries and handling complex personal tax matters
6. Identifying oppor...