Private Client Tax Advisor

Taylor Rose Recruitment; Remote; GBP 60,000 - 80,000; Part time

Job summary

A recruitment agency in Manchester is seeking a Private Client Tax Advisor for an advisory role that involves working with high-net-worth individuals. The ideal candidate is either CTA qualified or holds ACA/CTA PQ or ATT qualifications, with private client or corporate tax experience. This role offers a clear pathway to Director, excellent remuneration, a flexible working environment, and a personal progression plan.

Benefits

Excellent remuneration and benefits

Company bonus

Option for working from home

Personal progression plan

Qualifications

• Experience in private client or corporate tax in practice.
• Knowledge of compliance and advisory roles.
• Ability to identify tax planning opportunities.

Responsibilities

• Provide private client tax advisory services.
• Identify tax planning opportunities for clients.
• Conduct regular client meetings and business development.
• Support the delivery of ad hoc tax projects.

Skills

Tax advisory knowledge

Client relationship management

Tax planning

Business development

Education

CTA qualification (ideally)

ACA / CTA PQ or ATT

Job description

Due to continued growth, we have been instructed on a unique Private Client Tax Advisor opportunity on behalf of our client in Manchester.

Perfect for an ATT / CTA individual with an interest in tax advisory work looking for the next step up in their career.

The role is 100% advisory (no compliance), working with an impressive client base ranging from HNWIs, UHNWIs, Directors, Business Owners to Non Domiciled Individuals with international affairs.

There is a direct pathway to Director for the right individual.

Excellent remuneration and benefits package, company bonus, option of WFH, lots of flexibility and a personal progression plan. Part time considered, more info below :

The Role

• Provision of private client tax advisory services
• Identifying tax planning opportunities
• Provision of tax advice
• Provision of advice in areas such as Capital Gains, Property tax & Inheritance tax
• Research and planning on projects
• Supporting the delivery of ad hoc tax projects
• Regular client meetings
• Business development
• Building and maintaining strong client relationships.

You

• CTA Qualified (ideally)
• ACA / CTA PQ or ATT also considered.
• Private client / corporate tax experience in practice
• Compliance & / or Advisory experience - role can be ta...