Private Client Tax Manager

Taylor Rose Limited; United States; Híbrido; USD 86.000 - 119.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Private medical care

Generous pension

Cycle to work scheme

Hybrid work 3 days

Descripción de la vacante

Taylor Rose Recruitment is seeking a Private Client Tax Manager for a leading Edinburgh Chartered Accountants firm. The role offers a 35-hour week, hybrid work (WFH 3 days), private medical care, and a clear progression path toward Director.

You will manage a private client tax portfolio, identify planning opportunities, review compliance, and advise on CGT, trusts and estates, property tax and inheritance tax, while mentoring juniors and leading client meetings.

Formación

• CTA qualified with UK private client tax experience.
• Experience with HNWIs, trusts and estates.
• Excellent communication and client-management skills.

Responsabilidades

• Manage a diverse private client tax portfolio.
• Identify tax planning opportunities.
• Review tax compliance.
• Provide advice on Capital Gains, Trusts & Estates, Property tax & Inheritance tax.
• Lead/adapt ad hoc tax projects.
• Mentor junior staff.
• Lead client meetings.
• Build and maintain strong client relationships.

Conocimientos

Private client tax

Tax planning

Tax compliance

Client relationship management

Mentoring junior staff

Educación

CTA Qualified

ATT/CTA PQ considered

Descripción del empleo

Tax specialists Taylor Rose Recruitment are working with a leading firm of Chartered Accountants in Edinburgh who are seeking a Private Client Tax Manager to join their team.

Perfect 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 advisory, tax planning, compliance, and ad hoc project work.

Fantastic remuneration & benefits package, manager & company bonus, private healthcare, lots of flexibility, the option of WFH 3 days a week, and personal progression plan (to Director).

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.

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
• Generous Pension
• Cycle to work scheme
• Social events
• Part time considered

You:

• CTA Qualified
• ATT/ CTA PQ also considered
• Ideally experience of working with HNWIs, Trusts and Estates
• Significant UK 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.JBRP1_UKTJ