Private Client Tax Manager

Taylor Rose Recruitment Ltd; Greater London; Ibrido; GBP 65.000 - 90.000; Tempo pieno

Vantaggi offerti da questo lavoro

Progression Plan to Director

Flexible Working hours

Hybrid working arrangement

25 Days Holiday + BH

The option to buy/ sell holidays

Private Health insurance

Cycle to work scheme

Employee Assistance Programme

Modern work environment

Regular Social events

Descrizione del lavoro

Taylor Rose Recruitment is partnering with a leading Chartered Accountants firm in Bristol to recruit a Private Client Tax Manager. You will manage a diverse private client tax portfolio, deliver tax planning and advisory work, and mentor junior staff while leading client meetings.

CTA/ACA/ATT qualifications are accepted; progression to Director is supported by a structured development plan and flexible hybrid working. A comprehensive benefits package and private healthcare are provided.

Competenze

• CTA qualification preferred; ATT/CTA PQ/ACA also considered.
• Experience in private client tax within a practice environment.
• Experience managing a client portfolio and leading client meetings.

Mansioni

• Managing a diverse private client tax portfolio
• Identifying tax planning opportunities
• Tax planning and advisory work
• Review of tax compliance
• Provision of advice in Capital Gains & Inheritance tax
• Managing/advising on ad hoc tax projects
• Mentoring junior staff
• Leading client meetings
• Building and maintaining client relationships

Conoscenze

Private client tax

Client portfolio management

Communication skills

Mentoring staff

Formazione

ACA/CTA qualifications

Descrizione del lavoro

Tax specialists Taylor Rose Recruitment are working with a leading firm of Chartered Accountants who are recruiting for a Private Client Tax Manager to join their team in Bristol.

An excellent opportunity for an ACA and/ or CTA Qualified individual looking to progress their career with a firm which prides themselves on work-life balance, career development, and the delivery of exceptional advisory services.

Managing a diverse client portfolio (HNWIs, Directors, Partnerships, Trusts & Estates) involving a mixture of tax advisory, compliance, tax planning, and ad hoc project work.

Fantastic remuneration and benefits package, private healthcare, option of WFH, lots of flexibility, supportive team culture and a personal progression plan (to Director).

The Role:

• Managing a diverse private client tax portfolio
• Identifying tax planning opportunities
• Tax planning
• Tax advisory work
• Review of tax compliance
• Provision of advice in areas such as Capital Gains & 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 to Director
• Flexible Working hours
• Hybrid working arrangement
• 25 Days Holiday + BH
• The option to buy/ sell holidays
• Private Health insurance
• Cycle to work scheme
• Employee Assistance Programme
• Modern work environment
• Regular Social events

You:

• CTA Qualified (ideally)
• ATT Qualified/ CTA PQ/ ACA Qualified also considered
• Strong Personal/ Private client tax experience within a practice environment
• Experience of managing a client portfolio
• Strong communication skills
• UK Resident

Our client base consists of Top 20, Mid Tier, Regional and Independent firms across the UK.