Personal Tax Manager


Yeovil / Exeter


£48,000 - £62,000


I am seeking a motivated and detail-oriented Private Client Tax Adviser at Manager or Assistant Manager level to join a well-established and forward-thinking professional services firm. This is an excellent opportunity to work on a broad range of complex and interesting tax matters, supporting clients who value high-quality, trusted advice.


This role is ideal for someone with a passion for tax planning, particularly inheritance tax and capital gains tax, who enjoys solving technical challenges within a collaborative and supportive environment. You will work with a diverse client base including individuals, business owners, agricultural clients, trusts, and partnerships.


The successful candidate can be based from the firms Yeovil, Exeter or Chippenham offices on a hybrid working model.


What’s great about this Personal Tax Manager role?


*Generous Holiday Allowance (minimum 28 days plus bank holidays)
*Birthday Leave
*Flexible Working & Hybrid model
*Employee Assistance Programme
*Professional Development
*Employee Perks & Discounts
*Pension Scheme


Your role as a Personal Tax Manager:


*Advising on inheritance tax, capital gains tax, trusts, and succession planning.
*Supporting the delivery of tax advisory projects.
*Collaborating with compliance teams to ensure accurate reporting.
*Liaising confidently with clients, HMRC, and professional advisers.
*Providing input on remuneration strategies and benefits in kind.
*Keeping up to date with tax legislation and technical developments.
*Reviewing junior team members’ work and supporting their development.
*Working across teams to identify opportunities and add value.


What you’ll need to succeed:


*ATT / CTA qualified or part-qualified.
*Strong experience in capital gains tax and inheritance tax planning.
*Knowledge of trusts and complex compliance work.
*Excellent written and verbal communication skills.
*Strong analytical and organisational abilities.
*Experience preparing advisory reports and handling technical queries.


What next:


I am looking for an ambitious Personal Tax AM or Manager to join this growing team. Please get in touch for further details:
As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.