This mid-tier accountancy firm provide a wide range of tax and financial planning services to high net worth and corporate clients throughout the West Country and beyond.
The private client team guides clients through the process of managing their tax compliance obligations and provide planning and advisory services that ensures an accomplished and complete client service.
This is a position of genuine responsibility. Therefore, you will currently be an experienced Private Client Tax Manager with a large or medium sized practice background, ready for a step up to Senior Manager, or potentially already a Senior Manager but seeking a new challenge with a growing and ambitious firm.
Suitable candidates will have experience of representing wealthy individuals and dealing with trusts, handling IHT and CGT issues in their career to date and accompanying soft skills including strong verbal and written communication abilities.
You will be a capable technician, with post-CTA qualified experience and ideally STEP qualified too.
In return for your efforts and achievements, you will be rewarded with a regionally competitive package, good quality private client tax work and the chance to become a valued member of an expanding accountancy firm with an established footprint in the south west.