Personal Tax Manager

Location: Freckleton

Your new company This is a leading UK accountancy and advisory firm with a strong presence in Cardiff. The firm provides audit, tax, and business advisory services to a diverse client base, focusing on delivering exceptional service and tailored solutions that help businesses thrive. As part of a wider national network, it combines local expertise with national resources, ensuring clients benefit from deep sector knowledge and innovative approaches.

The Cardiff office is recognised for its collaborative culture, commitment to professional development, and dedication to excellence. Your new role Independent management of a small portfolio of key clients with more complex tax affairs, liaison with clients and HMRC as may be required - from fee quotation to billing the work, and proactively offering planning ideas and solutions, written and verbal, holding client meetings Willingness to assist the department generally with personal tax and trust returns, capital gains and inheritance tax computations and complex tax queries Assistance with ad hoc tax planning projects for clients and referrers, report writing and illustrative tax calculations.

Tax advisory/planning for client business owners/managers and high net worth individuals, and preparation/review of more complex personal and trust tax returns, and inheritance tax returns for trusts. Use of the applicant's knowledge and experience of working with individuals and families to offer tax advice to help them establish their personal plans and goals, where relevant advice in the following specialist areas by way of example:
Estate planning for business/property ownership Retirement/succession planning Tax implications of financial investments and investment products Main residence planning Use of trusts for tax planning IHT/Estate tax planning generally What you'll need to succeed ATT (or HMRC equivalent) minimum Ideally, CTA or STEP Qualified but will also consider QBE At least 5 years post-qualification experience in tax in a private client compliance/advisory role, ideally including some experience of family trust work What you'll get in return Up to £65,000 Flexi time and hybrid working 25 days plus Bank Holidays Free Parking What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.

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