Private Client Tax Manager

Taylor Rose Recruitment; Salisbury; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

A leading firm of Chartered Accountants in the UK is recruiting a Private Client Tax Manager. This role is perfect for a CTA Qualified professional looking for career advancement or excellent work/life balance. Responsibilities include managing a diverse tax portfolio, identifying planning opportunities, and mentoring junior staff. Benefits include a progression plan to Director level, hybrid working, flexible hours, and a comprehensive remuneration package.

Benefits

Progression plan

Flexible hours

Paid overtime

Range of healthcare benefits

Social events

Employee Assistance Programme

Qualifications

• CTA Qualified personal tax assistant manager or manager level.
• Experience with managing private client tax portfolios.
• Ability to identify tax planning opportunities.

Responsibilities

• Manage a diverse private client tax portfolio.
• Identify tax planning opportunities.
• Review tax compliance and provide tax advice.
• Manage ad hoc tax projects and mentor junior staff.

Skills

Tax planning

Client relationship management

Mentoring junior staff

Tax compliance review

Education

CTA Qualification

ATT / CTA PQ

Job description

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

Perfect for a CTA Qualified Personal Tax Assistant Manager looking to advance their career, or Manager seeking an excellent work / life balance.

You will be working with an impressive client portfolio involving a mixture of compliance, tax planning and ad hoc advisory work.

Fantastic remuneration & benefits package, hybrid / flexible working, paid overtime, early finish Friday's, and personal progression plan. There is a genuine pathway to Director for the right individual.

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
• Hybrid working
• Flexible hours
• Paid overtime
• Range of healthcare benefits
• Social events
• Employee Assistance Programme
• Part time considered

You

• CTA Qualified
• ATT / CTA PQ also considered
• Ideally experience...