Private Client Tax Manager | Flexible & Hybrid

Taylor Rose Recruitment Ltd

Greater London

Hybrid

GBP 65,000 - 90,000

Full time

7 days ago
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Benefits offered by this job

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

Job summary

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.

Qualifications

  • 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.

Responsibilities

  • 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

Skills

Private client tax
Client portfolio management
Communication skills
Mentoring staff

Education

ACA/CTA qualifications

Job description

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.

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