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Tax specialists Taylor Rose Recruitment have been instructed on a fantastic Private Client Tax Manager or Senior Manager opportunity on behalf of our client, a progressive firm of Chartered Accountants in Poole.
Perfect for a CTA Personal Tax professional looking for the next step up in their career, with lots of flexibility, and an excellent work/ life balance.
You will be working with an entrepreneurial client portfolio with a focus on HNWIs, Directors, Trusts & Estates involving a mixture of tax planning, compliance and ad hoc advisory work.
Excellent remuneration & extensive benefits package, hybrid & flexible working, and personal progression plan. Part time also considered.
The Role:
Managing a diverse private client tax portfolio
Identifying tax planning opportunities
Tax planning
Review of tax compliance
Provision of advise 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.
Benefits:
Private Health insurance
Hybrid arrangement
Flexible Working
Option to Buy/ Sell Holiday
Part time considered
Generous Pension
Cycle to work scheme
Regular social events
Modern office environment
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
If this vacancy doesnt 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.
