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Tax Specialists Taylor Rose Recruitment are working with a forward-thinking firm of Chartered Accountants in Coventry who are seeking a Private Client Tax Manager to join their team.
Ideal for a CTA Qualified individual looking for the next step up in their career with an excellent work/ life balance.
You will be working with an impressive client portfolio (HNWIs, Trusts & Estates and business owners) involving a mix of tax planning, compliance, ad hoc advisory work, and regular client liaison.
Fantastic remuneration & benefits package, hybrid & flexible working, regular social events, generous holiday entitlement, and a personal progression plan (to Director). More info below:
The Role:
Managing a diverse private client tax portfolioIdentifying tax planning opportunitiesReview of personal tax complianceManaging the delivery of ad hoc tax projectsAdvising clients in areas such as Inheritance Tax, Trusts, Estates and succession planningMentoring junior staffBusiness developmentClient meetingsBuilding and maintaining strong client relationships.
Benefits Include:
Hybrid/ Flexible WorkingStructured career development planGenerous holiday entitlementHealth care benefitsEmployee wellbeing programmeModern working environmentRegular social events
You:
CTA QualifiedCTA PQ/ ATT also considered.Significant private client/ personal tax expertiseExperience of managing a portfolio of clientsCompliance & Advisory experience - role can be tailored to suit the individualExcellent communication skills
If this vacancy doesn't tick the boxes, do get in touch to discuss alternatives. Our client base consists of Top 20, Mid Tier, Regional and Independent firms across the UK.
