Private Client Tax Senior Manager

Taylor Rose Recruitment Ltd; Greater London; Hybrid; GBP 70,000 - 110,000; Full time

Benefits offered by this job

Progression plan

Hybrid arrangement

Flexible working

Holiday buy/sell option

Health cash plan

28 days holiday + BH

Enhanced maternity/paternity leave

Cycle to work scheme

Social events

Part time considered

Job summary

Taylor Rose Recruitment Ltd. is representing a leading Chartered Accountants firm in St Albans for a Private Client Tax Senior Manager role. The candidate will oversee a varied client portfolio including HNWIs, directors, partnerships and trusts, with a pathway to Director.

A hybrid/flexible working arrangement is offered along with a generous benefits package and 28 days holiday plus bank holidays. The role focuses on tax planning, advisory, compliance, and managing ad hoc projects, requiring

Qualifications

• CTA qualified and UK resident.
• Experience in personal tax compliance and advisory for private clients.
• Ability to manage own portfolio and lead client meetings.

Responsibilities

• Manage a diverse private client tax portfolio.
• Identify tax planning opportunities for high net worth clients.
• Review tax compliance and deliver ad hoc projects.
• Provide advisory in areas like capital gains, property tax, inheritance.

Skills

CTA qualified

Personal tax advisory

Personal tax compliance

Client relationship management

Education

CTA qualification

Job description

Tax specialists Taylor Rose Recruitment have been instructed on a Private Client Tax Senior Manager opportunity on behalf of our client, a leading firm of Chartered Accountants in St Albans.Ideal for a CTA Qualified individual specialising in personal tax looking for the next step up in their career on a pathway to Director.Working with an interesting and varied client portfolio (HNWIs, Directors, Partnerships & Trusts) involving a mixture of tax planning, advisory, compliance, and ad hoc project work.Fantastic remuneration & extensive benefits package, hybrid/ flexible working, 28 days holiday + BH, and a personal progression plan (to Director). Part time also considered.

The Role:

• Managing a diverse private client tax portfolio
• Identifying tax planning opportunities
• Review of tax compliance
• Managing the successful delivery of ad hoc tax projects
• Provision of advice in areas such as Capital Gains tax, Property tax & Inheritance issues
• Mentoring junior staff
• Leading client meetings
• Building and maintaining strong client relationships.

Benefits Include:

• Progression Plan
• Hybrid arrangement
• Flexible Working
• Option to Buy/ Sell Holiday
• Health Cash Plan
• 28 Days Holiday + BH
• The option to buy/ sell holidays
• Enhanced maternity/ paternity leave
• Cycle to work scheme
• Social events
• Part time considered

You:

• CTA Qualified
• Personal tax compliance and advisory experience
• Experienced in managing your own portfolio of clients
• Significant private client/ personal tax expertise
• Excellent communication skills
• UK Resident

Our client base consists of Top 20, Mid Tier, Regional and Independent firms across the UK.