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Tax Specialists Taylor Rose Recruitment are working with a leading firm of Chartered Accountants in York who are seeking a Private Client Tax Manager to join their team.
Perfect for a CTA Private Client Tax Assistant Manager looking for the next step up, or an established Manager looking for an excellent work/ life balance and to develop their advisory skills.
You will be working with an impressive client portfolio with a focus on HNWIs, Directors, Trusts and OMBs involving a nice blend of tax planning, compliance and ad hoc advisory work.
Highly competitive remuneration & benefits package, hybrid working, flexible hours, and genuine scope to progress to Director for the right individual.
The Role:
Managing a diverse private client tax portfolioIdentifying tax planning opportunitiesTax planningReview of tax complianceProvision of advise in areas such as Capital Gains, Property tax & Inheritance taxManaging/ supporting the successful delivery of ad hoc tax projectsMentoring junior staffLeading client meetingsBuilding and maintaining strong client relationships.
Benefits:
Personal Progression planHybrid arrangement (WFH 2 days per week)Private medical careFlexible Working hoursGenerous holiday entitlementOption to Buy/ Sell HolidaysProfessional membership feesRegular social eventsBirthday offPart time considered
You:
CTA QualifiedCTA PQ/ ATT Qualified also consideredExperienced in managing a portfolio of clientsSignificant 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.
