Private Client Manager / Senior Personal Tax Manager

Job Title: Private Client Manager / Senior Personal Tax Manager
Contract Type: Permanent
Location: Yeovil, Somerset
Salary: £45000 - £55000 per annum + Benefits, negotiable
Reference: 13481148/001_1604676310
Contact Name: Mark Bailey
Contact Email:
Job Published: November 06, 2020 15:25

Job Description

This leading firm of chartered accountants is searching for a qualified ACA / ACCA and/or, ATT / CTA Private Client Manager / Senior Personal Tax Manager to join their team, based in Yeovil, in a key advisory focused role. You will be joining a growing, highly successful accountancy practice, providing superb career opportunities and clear path to progress.

Client Details

A leading firm of regional, independent chartered accountants, with an excellent reputation across Yeovil and further afield. The firm services a wide spectrum of clients across varied sectors and turnovers with a strong reputation in a number of specialist fields with a strong focus on dealing with Rural, farming and related industries, with a highly regarded tax team. Excellent career progression prospects are on offer in this growing firm.


Joining as Private Client Manager / Senior Personal Tax Manager based in the firms offices in Yeovil, you will look to develop tax advisory and planning opportunities across for a primarily personal tax focused client base of HNWIs, directors, trusts, landed estate and rural related services client base. The partners and directors of this highly successful firm, have identified a significant opportunity for the right client facing and relationship focused tax professional to develop varied and complex planning and tax advisory services, across capital taxes, IHT and trusts etc and play in a key role in the future growth, direction and development of this key service line within the firm. You will be responsible for a identifying opportunities for planning across the client base, building relationships and delivering tax solutions. With the growth of the business, excellent prospects for longer term career progression and development are on offer for career focused individuals looking to progress in their tax career.


You may be a tax focused professional, throughout your career, at Private Client Manager / Senior Personal Tax Manager, having pursued and qualified CTA, with a focus on personal tax and be looking for an advisory focused opportunity, where you can progress your career. Or you may be any of ACA, ACCA, ATT, CTA qualified, with an initial all round grounding in general accountancy practice and having specialised in taxation later in your career.

Job Offer

£45,000 - £55,000 dependent on experience and background, plus benefits, bonus, negotiable. Please apply online and for a further confidential discussion to find out more about this opportunity please contact Mark Bailey on 01179 271452