NXTGEN is working exclusively with a long-standing and successful accountancy firm in Halesworth to recruit a Personal Tax Manager. This is a brand-new position, created as a result of continued growth and success within the business, and offers the rare opportunity to shape the role around your strengths and career ambitions.
With a strong and varied client base, including high-net-worth individuals, owner-managed businesses (OMBs), and clients with complex IHT considerations, this is a truly exciting opportunity for a Personal Tax Manager to take ownership of a broad and interesting portfolio. While the role will span both personal and corporate tax areas, there will be a clear weighting towards personal tax, aligned to the needs of the local client base.
Whether you're an experienced Personal Tax Manager looking for a fresh challenge, or an ambitious Tax Senior/Assistant Manager ready to take that next step up, this firm will provide the support, flexibility, and personalised progression plan to get you there. There are no limits for the right person. You'll be joining a friendly, collaborative office with a brilliant culture where people genuinely enjoy being in the office, however there is options for hybrid working and flexibility that works around you, too.
Key Responsibilities:
- Manage a portfolio of clients, with a particular focus on high-net-worth individuals, OMBs, and complex personal tax matters.
- Deliver high-quality tax compliance and advisory services across personal and corporate tax areas.
- Advise clients on inheritance tax planning, trusts, wealth structuring and succession planning.
- Build and maintain strong client relationships, acting as a trusted adviser on all tax-related matters.
- Review tax returns prepared by junior staff and provide technical support and mentoring where needed.
- Collaborate with the wider team and Partners to identify opportunities to add value to clients.
- Support business development efforts and help drive further growth of the tax offering.
What the client is looking for:
- CTA qualified, ACA/ACCA also beneficial - At least 3 years post qualification.
- Strong experience in personal tax, within a practice environment.
- Proven ability to manage a varied portfolio of clients.
- Confident in advising on IHT, trusts, and estate planning.
- Excellent interpersonal and communication skills to build trusted client relationships.
If you're a Personal Tax Manager who's ready to make a real impact, take on a new challenge, and carve out a long-term future with a supportive and growing firm, I'd love to hear from you. For more details about how this unique role can support your goals, get in touch with Annie today.
Salary is dependent on experience.
