Role details

Private Client Manager / Senior Manager

Yeovil   •   £45,000 - £55,000   •  Permanent

Bullet points

  • Private Client Manager to join a leading accountancy practice, based in Yeovil
  • Career progression and path to progress on offer in this successful firm.

About Our Client

A leading firm of regional, independent chartered accountants, with an excellent reputation across Somerset 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 and highly regarded tax team. Excellent career progression prospects are on offer in this growing firm.

Job Description

Joining as Private Client Manager / Senior 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.

The Successful Applicant

You may be a tax focused professional, throughout your career, at Private Client Manager / Senior Manager level, 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.

What's on Offer

£45,000 - £55,000 dependent on experience and background, plus benefits, bonus

Apply for this job

Click the Apply or LinkedIn button below or contact Mark Bailey on +44 1793 486 785 quoting job reference 13481148
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