Financial Planning Specialist

5 days ago


Taunton, Somerset, United Kingdom Michael Page (UK) Full time
Role Overview

We are seeking a highly skilled Financial Planning Specialist to join our client, a chartered accountancy firm based in Taunton. As an Advisory Senior Manager, you will be responsible for delivering wide-ranging advisory and planning projects across accounting and tax.

About Our Client

The firm offers a unique opportunity to carve an influential role focused on delivering expert advice and guidance to clients. With a highly competitive remuneration and benefits package, this position provides genuine progression potential and a chance to make a significant impact.

Job Description

You will be working closely with partners to deliver advisory and planning project work across both accounting and tax. This will include delivering advice on business sales, mergers, and exit planning, as well as significant tax planning advice delivery across personal and corporate tax.

Requirements
  • ACA / ACCA / CTA qualifications or equivalent
  • Strong background in accountancy practice, having developed your career to managerial levels
  • All-around accounts/tax career background gained within UK-based small, medium, or large tier accountancy firms
  • Ability to move away from managing compliance and focus on delivering planning work and advice
Benefits

This role offers a highly competitive salary of £80,000 - £100,000 per annum, depending on experience, plus a range of benefits including pension scheme, life assurance, and annual leave.



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