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Private Client Tax Manager

Taylor Rose Recruitment Ltd
Posted 8 hours ago, valid for 21 days
Location

Leeds, West Yorkshire LS14 1DZ

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • Taylor Rose Recruitment is seeking a Private Client Tax Manager for a leading Chartered Accountants firm in Central Leeds.
  • The ideal candidate should be a CTA Qualified Personal Tax professional with significant experience in UK private client and personal tax, particularly with high-net-worth individuals (HNWIs) and Trusts & Estates.
  • The role involves managing a diverse tax portfolio, identifying planning opportunities, and providing compliance and advisory services.
  • The position offers a competitive salary with a fantastic benefits package, including bonuses and the flexibility to work from home three days a week.
  • Candidates are expected to have a minimum of 3-5 years of relevant experience in the field.

Tax Specialists Taylor Rose Recruitment have been instructed on a Private Client Tax Manager opportunity on behalf of our client, a leading firm of Chartered Accountants in Central Leeds.

Perfect for a CTA Qualified Personal Tax professional looking for the next step up in their career with an excellent work/ life balance.

Will be working with an impressive client portfolio (including HNWIs, Directors, Trusts & Estates) involving a mixture of compliance, tax planning and ad hoc advisory work.

Fantastic remuneration & benefits package, manager & company bonus, lots of flexibility including the option of WFH 3 days a week, and a personal progression plan.

The Role:

Managing a diverse private client tax portfolioIdentifying tax planning opportunitiesReview of tax complianceProvision of advice in areas such as Capital Gains, Trusts & Estates, Property tax & Inheritance taxManaging/ supporting the successful delivery of ad hoc tax projectsMentoring junior staffLeading client meetingsBuilding and maintaining strong client relationships.

Benefits:

Company & Manager bonusHybrid arrangement (option of WFH 3 days a week)35 Hour Working weekFlexible Working (core hours 10am - 4pm)Option to Buy/ Sell HolidayPart time consideredGenerous PensionCycle to work schemeSocial events

You:

CTA QualifiedATT/ CTA PQ also consideredIdeally experience of working with HNWIs, Trusts and EstatesSignificant UK private client/ personal tax expertiseExcellent communication skillsUK Resident

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.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.