Private Client Tax Manager

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

Job summary

A reputable recruitment agency is seeking a Private Client Tax Manager or Senior Manager for a well-known firm in Taunton. Ideal candidates should be CTA qualified or ATT PQ, with strong expertise in private client tax. This role offers a hybrid working arrangement, flexible hours, and a comprehensive benefits package including a personal progression plan, generous holiday entitlement, and social events.

Benefits

Personal progression plan

Hybrid arrangement

Flexible working hours

25 Days Holiday + BH

Health cash plan

Generous holiday entitlement

Enhanced Maternity/ Paternity

Social Events

Qualifications

• CTA Qualified (ideally)
• CTA PQ/ ATT Qualified also considered
• Significant private client/ personal tax expertise
• Excellent communication skills
• UK Resident

Responsibilities

• 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.

Job description

Tax specialists Taylor Rose Recruitment have just been instructed on a fantastic Private Client Tax Manager or Senior Manager opportunity on behalf of a highly reputable firm in North Somerset.

Perfect for a ATT/ CTA qualified individual looking for the next step up in their career with an excellent work life balance.

Working with a varied and entrepreneurial private client portfolio involving a mixture of tax planning, advisory, compliance and ad hoc project work.

Excellent remuneration & benefits package, hybrid working arrangement, flexible hours and a personal progression plan. Part time considered.

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.

You

• CTA Qualified (ideally)
• CTA PQ/ ATT Qualified also considered
• Significant private client/ personal tax expertise
• Excellent communication skills
• UK Resident

Benefits include

• Personal progression plan
• Hybrid arrangement
• Flexible working hours
• 25 Days Holiday + BH
• Health cash plan
• Generous holiday entitlement
• Enhanced Maternity/ Paternity
• Social Events
• Part time considered

If this vacancy doesn\'t 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.