Private Client Tax Manager

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

Job summary

A recruitment agency is assisting a leading firm in Bournemouth seeking a Private Client Tax Manager. This role offers a fantastic opportunity for a CTA Qualified individual to manage a diverse private client tax portfolio, identify tax planning opportunities, and provide expert advice on various tax matters. The position includes benefits such as a generous remuneration package, flexible working arrangements, and a structured progression plan.

Benefits

Company & Manager bonus

Private medical care

Generous Pension

Cycle to work scheme

Qualifications

• CTA Qualified individual with experience in private client tax.
• Strong background in tax compliance and advisory services.
• Ability to manage a diverse client portfolio.

Responsibilities

• Manage a diverse private client tax portfolio.
• Identify tax planning opportunities for clients.
• Review tax compliance and provide expert advice.
• Lead client meetings and mentor junior staff.

Skills

CTA Qualification

Tax planning

Client relationship management

Tax compliance

Mentoring

Job description

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

A fantastic opportunity for a CTA Qualified individual looking for the next step up in their career with clear pathways for progression, and an excellent work / life balance.

Working with an impressive client portfolio (HNWIs, Directors, Partnerships, Trusts & Estates) involving a mixture of compliance, tax planning and ad hoc advisory work.

Outstanding remuneration & benefits package, manager & company bonus, private healthcare, personal progression plan, lots of flexibility, and the option of WFH 3 days a week.

The 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

Generous Pension

Cycle to work scheme