Private Client Tax Manager

Taylor Rose Recruitment Ltd; Bath; Hybrid; GBP 80,000 - 100,000; Full time

Job summary

A leading recruitment firm is seeking a Private Client Tax Manager to join a prestigious Chartered Accountants firm. This role offers an excellent work-life balance with the opportunity to work from home three days a week. Responsibilities include managing a diverse tax portfolio and providing tax planning advice, along with mentoring junior staff. The ideal candidate will be CTA qualified, and the package includes a competitive salary, company bonuses, and private healthcare.

Benefits

Company & Manager bonus

Private medical care

Progression plan

Flexible working hours

Qualifications

• Must be CTA qualified or equivalent.
• Experience in managing a diverse tax portfolio.
• Ability to mentor junior staff is essential.

Responsibilities

• Manage a diverse private client tax portfolio.
• Identify tax planning opportunities.
• Review tax compliance.
• Provide advice in capital gains, trusts, property tax, and inheritance tax.
• Support delivery of ad hoc tax projects.
• Lead client meetings and build strong client relationships.

Skills

Tax planning

Client relationship management

Compliance review

Mentoring

Education

CTA Qualified

Job description

Job Description

Tax Specialists Taylor Rose Recruitment are working with a leading firm of Chartered Accountants in Bristol who, due to organic growth, are seeking a Private Client Tax Manager to join their team.

An ideal opportunity for a CTA Qualified Personal Tax Assistant Manager looking for the next step up in their career, or Manager looking for an excellent work / life balance.

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, personal progression plan, private healthcare, and lots of flexibility including the option of WFH 3 days a week.

Role

• Managing a diverse private client tax portfolio
• Identifying tax planning opportunities
• Review of tax compliance
• Provision of advice 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

• Progression plan
• Company & Manager bonus
• Hybrid arrangement (option of WFH 3 days a week)
• 35 Hour Working week
• Flexible Working (core hours 10am 4pm)
• Private medical care