Private Client Tax Manager

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

Job summary

A leading recruitment agency in Bournemouth is seeking a Private Client Tax Manager for a prestigious firm of Chartered Accountants. The successful candidate will manage a diverse tax portfolio, engage in compliance and advisory work for high-net-worth individuals. This role offers excellent remuneration, flexible working conditions, and opportunities for career progression. CTA qualification is essential, along with significant UK tax expertise.

Benefits

Progression plan

Company & Manager bonus

Hybrid arrangement

Private medical care

Generous Pension

Cycle to work scheme

Social events

Qualifications

• CTA Qualification is essential; ATT/CTAPQ also considered.
• Ideally, experience with HNWIs, Trusts, and Estates.
• UK residency required.

Responsibilities

• Manage a diverse private client tax portfolio.
• Identify tax planning opportunities.
• Review tax compliance.
• Provide advice on various tax areas.
• Mentor junior staff.
• Lead client meetings.
• Build and maintain strong client relationships.

Skills

CTA Qualified

Significant UK private client/personal tax expertise

Experience working with HNWIs, Trusts, and Estates

Excellent communication skills

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 Include:

• 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
• Social events
• Part time considered

You:

• CTA Qualified
• ATT/ CTAPQ also considered
• Ideally experience of working with HNWIs, Trusts and Estates
• Significant UK 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.