Private Client Tax Senior Manager Taunton

Private Client Tax Senior Manager – Taunton

Senior Management Opportunity in Private Client Tax Advisory

Clark Wood is pleased to present a managerial-level opportunity focusing on advisory work for a diverse portfolio of tax clients in Taunton. This role is ideal for a CTA Qualified Manager or current Senior Manager with experience managing departments and complex tax portfolios.

Key Responsibilities

• Provide high-level advisory and planning services to private clients, high net worth individuals (HNWIs), landed estates, trusts, professional partnerships, owner-managed businesses, and UK subsidiaries of overseas companies.
• Lead business development efforts to expand client services and grow the tax portfolio.
• Enhance awareness and exposure of the firm’s comprehensive tax services.

Ideal Candidate

• CTA or ACA Qualified.
• Extensive experience in IHT and CGT planning, advising on residence and domicile issues.
• Proven track record in business development and client management at a Manager or Senior Manager level.

Location & Contact Information

This Taunton office is commutable from areas all across Somerset, Wellington, Tiverton, Bridgwater, Langport etc.

For further info or a discreet initial chat, please contact Rich Clark at richard@clark-wood.co.uk / Mobile: +44 (0) 7796 543596

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