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Tax Specialists Taylor Rose Recruitment have been instructed on a Private Client Tax Manager or Senior Manager opportunity on behalf of our client a highly reputable firm in Exeter.
Perfect for a CTA Personal Tax professional looking for the next step up in their career, lots of flexibility, and an excellent work/ life balance.
You will be working with an impressive client portfolio including HNWIs, Trusts & Estates and business owners involving a mix of tax planning, compliance, ad hoc advisory work, and regular client liaison.
Excellent remuneration & benefits package, hybrid/ flexible working arrangement, and a personal progression plan. Part time hours also considered.
The Role:
Managing a diverse private client tax portfolio
Identifying tax planning opportunities
Review of personal tax compliance
Managing the delivery of ad hoc tax projects
Advising clients in areas such as Inheritance Tax, Trusts, Estates and succession planning
Mentoring junior staff
Business development
Client meetings
Building and maintaining strong client relationships.
Benefits Include:
Hybrid/ Flexible Working
Health Cash Plan
Generous holiday entitlement
The option to buy/ sell holidays
Cycle to work scheme
Employee wellbeing programme
Modern working environment
Regular social events
You:
CTA Qualified
CTA PQ/ ATT also considered.
Significant private client/ personal tax expertise
Experience of managing a portfolio of clients
Compliance & Advisory experience - role can be tailored to suit the individual
Excellent 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.
