Back to searchPrivate Client Tax Manager
Taylor Rose Recruitment Ltd
Posted a month ago, valid for 6 hours
Leeds, West Yorkshire LS13DA, England
£60,000 per annum
Full Time
Health Insurance
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Sonic Summary
- Salary: Not specified
- Experience required: CTA Qualified or CTA PQ/ATT Qualified
- Year of experience required: Ideally experience of working with HNWIs, Trusts and Estates
- Benefits: Private Health insurance, Company & Manager bonus, Hybrid arrangement (option of WFH 3 days a week), 35 Hour Working week, Flexible Working (core hours 10am - 4pm), Option to Buy/Sell Holiday, Part time considered, Generous Pension, Cycle to work scheme, Social events
- Job Description: Managing a diverse private client tax portfolio, Identifying tax planning opportunities, Review of tax compliance, Provision of advice in areas such as Capital Gains, Trusts & Estates, Property tax & Inheritance tax, Managing/supporting the successful delivery of ad hoc tax projects, Mentoring junior staff, Leading client meetings, Building and maintaining strong client relationships
Perfect for a CTA Personal Tax professional looking for the next step up in their career with an excellent work life balance.
You will be working with an entrepeneurial client portfolio with a focus on HNWIs, Directors, Trusts & Estates involving a mixture of compliance, tax planning and ad hoc advisory work.
Fantastic remuneration & benefits package, health insurance, flexible hours, option of WFH 3 days a week. Part time considered, more information can be seen below:
The Role:
Managing a diverse private client tax portfolio
Identifying tax planning opportunities
Review of tax compliance
Provision of advice in areas such as Capital Gains, Trusts & Estates, Property tax & Inheritance tax
Managing/ supporting the successful delivery of ad hoc tax projects
Mentoring junior staff
Leading client meetings
Building and maintaining strong client relationships.
You:
CTA Qualified
CTA PQ/ ATT Qualified also considered
Ideally experience of working with HNWIs, Trusts and Estates
Significant private client/ personal tax expertise
Excellent communication skills
UK Resident
Benefits:
Private Health insurance
Company & Manager bonus
Hybrid arrangement (option of WFH 3 days a week)
35 Hour Working week
Flexible Working (core hours 10am - 4pm)
Option to Buy/ Sell Holiday
Part time considered
Generous Pension
Cycle to work scheme
Social events
If this vacancy doesn't tick the boxes, do get in touch to discuss alternatives, we are working on roles at all levels. Our client base consists of Top 20, Mid Tier, Regional and Independent firms across the UK & Ireland.
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