Tax Manager

Overview

Tax Manager role with a well-established and client-focused firm based in Wareham. You will join a growing private client tax team and work with a diverse portfolio including high-net-worth individuals, property investors, entrepreneurs, and trusts. You’ll deliver high-quality tax advice and compliance services and act as the key point of contact for your clients, providing tailored, proactive guidance on topics from income tax to inheritance and capital gains tax planning. This is a friendly, supportive environment that encourages career growth and offers a clear path to progression.Role Responsibilities

Managing client relationships : Serve as the main advisor for a wide-ranging portfolio, ensuring a high level of client service.Handling compliance and advisory work : Prepare and review personal tax returns and advisory documents covering IHT, CGT, trust and estate planning.Overseeing your portfolio : Maintain up-to-date client records and ensure compliance with relevant deadlines and standards.Spotting new opportunities : Help grow the firm by identifying new client needs and cross-selling additional services.Upholding high standards : Be an ambassador for the firm and contribute to continuous improvements in client service and delivery.About the Firm

This forward-thinking firm has built a strong reputation across Dorset and beyond for its high-quality service and commitment to client care. With a dedicated team offering a broad range of accountancy, tax, financial planning, and business advisory services, they place long-term relationships and tailored advice at the heart of everything they do.Candidate Requirements

Excellent technical knowledge, particularly in personal tax, trusts and estatesHighly organised with the ability to manage multiple priorities, especially during peak compliance periodsConfident communicator and relationship builder with a client-first attitudeA team player with a proactive approach and a keen eye for opportunityWhat’s on Offer

£50,000 to £70,000 per annumPermanent, full-time roleFlexible / hybrid workingMental health and wellbeing supportContributory pension schemeOngoing progressionSupportive teamPositive company cultureNot interested in this role

If you’re not interested in this role, you can search for plenty of other Tax Manager jobs here.About Public Practice Recruitment Ltd

Public Practice Recruitment Ltd recruits high-calibre accounting professionals at all levels for tax, accounts, and auditor jobs on both a permanent and temporary basis for accountancy firms.Call Public Practice Recruitment Ltd today on 0333 577 7787 to discover how we can support you.Specialising solely in accountancy recruitment, Public Practice Recruitment Ltd regularly has new accountancy jobs in Wareham and has a superb track record of meeting and exceeding expectations for accountants looking for their next accounting role.Call us for a confidential chat on 0333 577 7787 or upload your CV here.Seniority level

Mid-Senior levelEmployment type

Full-timeJob function

Accounting/AuditingFinancial Services and AccountingWe’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of ..... full job details .....