Private Client Tax Manager

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Tax Specialists Taylor Rose Recruitment have been instructed on a Private Client Tax Manager opportunity on behalf of our client, a leading firm of Chartered Accountants in Bournemouth.An excellent opportunity for a CTA Qualified individual looking for the next step up in their career towards becoming Tax Director.Working with an impressive client portfolio (HNWIs, Directors, Partnerships, Trusts & Estates) involving a mixture of advisory, tax planning, compliance, and ad hoc project work.Outstanding remuneration & benefits package, manager & company bonus, private healthcare, personal progression plan, lots of flexibility including the option of WFH 3 days a week.The Role:Managing a diverse private client tax portfolioIdentifying tax planning opportunitiesReview of tax complianceProvision of advice in areas such as Capital Gains, Trusts & Estates, Property tax & Inheritance taxManaging/ supporting the successful delivery of ad hoc tax projectsMentoring junior staffLeading client meetingsBuilding and maintaining strong client relationships.Benefits Include:Progression planCompany & Manager bonusHybrid arrangement (option of WFH 3 days a week)35 Hour Working weekFlexible Working (core hours 10am 4pm)Private medical careGenerous PensionCycle to work schemeSocial eventsPart time consideredYou:CTA QualifiedATT/ CTA PQ also consideredIdeally experience of working with HNWIs, Trusts and EstatesSignificant UK private client/ personal tax expertiseExcellent communication skillsUK ResidentIf this vacancy doesnt 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.JBRP1_UKTJ
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Location:
Bournemouth
Job Type:
FullTime

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