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Private Client Tax Manager

Taylor Rose Recruitment Ltd
Posted 9 hours ago, valid for 23 days
Location

London, Greater London WC1A 2LP, England

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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  • Tax Specialists Taylor Rose Recruitment is seeking a Private Client Tax Manager for a leading firm of Chartered Accountants in Central London.
  • The ideal candidate should have at least 3 years of experience and be CTA qualified, making this role suitable for an Assistant Manager looking to advance or an established Manager.
  • The position involves managing a diverse client portfolio, including UHNWIs and HNWIs, with a focus on tax planning, advisory services, and project work.
  • The role offers a highly competitive salary, extensive benefits including a manager and company bonus, and the flexibility of working from home three days a week.
  • Additional perks include a generous pension, options for buying/selling holiday, and a personal progression plan towards a Senior Manager position.

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

Ideal for an experienced CTA Qualified Assistant Manager seeking the next step up, or an established Manager looking for an interesting advisory focussed role.

You will be allocated an impressive client portfolio including UHNWIs, HNWIs, International, Partnerships, Trusts and Estates involving a mixture of tax planning, advisory and ad hoc project work.

Highly competitive remuneration and extensive benefits package including manager and company bonus, lots of flexibility (WFH 3 days per week), and personal progression plan (to Senior Manager).

The Role:

Managing a diverse private client tax portfolioManaging the successful delivery of ad hoc tax projectsIdentifying Tax planning opportunitiesProvision of advice in areas such as Capital Gains tax, Property tax & Inheritance issuesMentoring junior staffLeading client meetingsBuilding and maintaining strong client relationships.

Benefits Include:

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 consideredGood transport links (close to station)Generous PensionCycle to work schemeSocial events

You:

CTA QualifiedATT Qualified/ CTA PQ also consideredPersonal tax compliance and advisory experienceExperienced in managing your own portfolio of clientsSignificant private client/ personal tax expertiseExcellent communication skills

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.

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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.