Private Client Tax Manager

Taylor Rose Recruitment Ltd; Nechells; Hybrid; GBP 70,000 - 95,000; Full time

Benefits offered by this job

Personal progression

Hybrid/flexible working

Healthcare cover

Holiday allowance

Cycle to work

Pension plan

Employee assistance

Maternity/paternity leave

Retail discounts

Staff social events

Transport links

Job summary

Taylor Rose Recruitment Ltd in Central Birmingham is partnering with a leading Chartered Accountants firm to recruit a Private Client Tax Manager. The role involves managing a diverse private client tax portfolio, providing planning advice, and reviewing compliance.

Ideal for ACA and/or CTA qualified professionals seeking progression, with hybrid/flexible working, private healthcare, generous holidays, and a clear progression plan.

Qualifications

• Excellent communication skills and client-facing experience.
• UK resident with right to work.

Responsibilities

• Managing a diverse private client tax portfolio.
• Identifying tax planning opportunities.
• Review of tax compliance.
• Provision of advice on Capital Gains, Trusts & Estates, Property tax & Inheritance tax.
• Managing/supporting ad hoc tax projects.
• Mentoring junior staff.
• Leading client meetings.
• Building and maintaining strong client relationships.

Skills

Excellent communication skills

UK Resident

Education

CTA Qualified

ATT/ CTA PQ also considered

Job description

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

Ideal for an ACA and/or CTA qualified Personal Tax Assistant Manager looking to advance their career, or experienced Manager seeking an excellent work/ life balance.

Working with an interesting and diverse client portfolio involving a mixture of advisory, compliance, tax planning and ad hoc project work.

Fantastic remuneration & benefits package, private healthcare, lots of flexibility, option of WFH, and a personal progression plan.

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:

• Personal progression plan


• Hybrid/ flexible working


• Healthcare cover


• Generous holiday allowance


• Cycle to work scheme


• Generous pension contribution


• Employee assistance programme


• Enhanced maternity/ paternity leave


• Retail discounts


• Regular staff social events


• Central location/ excellent transport links

You:

• CTA Qualified


• ATT/ CTA PQ also considered


• Ideally experience of working with HNWIs, Trusts and Estates


• Significant UK private client/ personal tax expertise


• Excellent communication skills


• UK Resident

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