Private Client Tax Manager

Taylor Rose Recruitment Ltd; Newport; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading recruitment firm is seeking a Private Client Tax Manager for a firm of Chartered Accountants in Newport. This role involves managing a diverse tax portfolio, identifying tax planning opportunities, and mentoring junior staff. Offering a competitive benefits package, including a hybrid work model with the option to work from home three days a week, and a strong focus on personal progression. Ideal for candidates with a CTA qualification looking for a fulfilling career move.

Benefits

Company & Manager bonus

Hybrid arrangement

Flexibility in working hours

Private medical care

Qualifications

• Experience managing a diverse private client tax portfolio.
• Ability to identify tax planning opportunities and provide comprehensive advice.
• Strong communication skills for leading client meetings.

Responsibilities

• Manage a diverse private client tax portfolio.
• Identify tax planning opportunities and ensure compliance.
• Assist in the successful delivery of ad hoc tax projects.

Skills

Tax planning

Client relationship management

Tax compliance

Mentoring

Education

CTA Qualification

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.

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
• G...