High Net Worth Tax Professional

18 hours ago


Exeter, Devon, United Kingdom Cathedral Appointments Ltd Full time

Company Overview

Cathedral Appointments Ltd is a leading provider of financial planning services. We offer a range of benefits, including an employer pension scheme, cycle to work scheme, and client and employee referral bonuses.

About the Role

This is an exciting opportunity for an experienced Private Client Tax Manager to join our team. You will be responsible for managing a portfolio of trust cases and high net-worth individuals, providing tax advice and compliance services.

Key Responsibilities:

  • Provide tax advice and compliance services to clients.
  • Draft reports and letters, prepare self-assessment tax returns, CGT 30-day reports, and handle Trust and IHT compliance.

Requirements

  • Previous experience in a tax compliance role and drafting reports.
  • Understanding of compliance standards imposed by the various regulatory authorities for tax.
  • Organised and able to plan time efficiently to meet deadlines, particularly during the January tax return season.

Benefits

  • Flexible working arrangements.
  • Opportunities for career development.
  • A competitive salary and benefits package.

Estimated Salary Range: £60,000 - £80,000 per annum.



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