Are you an experienced personal tax professional looking to step into a rewarding role with clear career progression?

A well-established and respected accountancy and advisory firm based in Wareham is seeking a Personal Tax Manager to join their growing private client tax team. You’ll manage a varied portfolio of clients including high-net-worth individuals, property investors, business owners, and trusts, delivering expert advice and high-quality compliance services.

This is a fantastic opportunity to work in a supportive, forward-thinking environment where your input will be valued and your career development actively supported.

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Apply for this Personal Tax Manager job in Wareham today!

• Managing a diverse portfolio of personal tax clients and trusts, overseeing the timely preparation and submission of tax returns
• Acting as the key point of contact for your clients, building strong and lasting relationships
• Providing expert advice on a range of matters including income tax, capital gains tax, inheritance tax, and trust taxation
• Supporting junior staff members through mentoring, technical guidance, and review of their work
• Identifying planning opportunities and supporting the delivery of advisory work
• Ensuring compliance with internal procedures and regulatory standards
• Liaising with HMRC and handling client correspondence related to enquiries and disclosures

You’ll be part of a forward-thinking and supportive team at a firm with a strong reputation for delivering expert advice and personal service across tax, accountancy, financial planning, and business advisory services.

• ATT and/or CTA qualified (or QBE with significant relevant experience)
• Proven experience managing a personal tax portfolio within a practice environment
• Strong technical knowledge of personal tax, trusts, and estate planning
• Excellent communication and relationship management skills
• Highly organised with the ability to manage competing deadlines and priorities
• A proactive, client-focused approach with a commitment to service excellence
• Experience supervising or mentoring junior team members is desirable

• £50,000 to £70,000 per annum
• Full time, permanent role
• Generous annual leave
• Hybrid working options for flexibility
• Contributory company pension
• Health and wellbeing support
• Ongoing development opportunities
• Supportive company culture
• Plus more

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 foraccountancy firms.

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.