Private Client Tax Manager

Found in: Jooble UK C2 - 3 weeks ago

Truro Cornwall, United Kingdom Taylor Rose Recruitment Ltd Full time
Tax Specialists Taylor Rose Recruitment have been instructed on a Private Client Tax Manager or Senior Manager opportunity on behalf of our client a highly reputable firm in Truro, Cornwall.

Perfect for a CTA Qualified Private Client Tax professional looking for a varied role, lots of flexibility and an excellent work life balance.

You will be working with an impressive client portfolio including HNWIs, Trusts & Estates and business owners involving a mix of tax planning, compliance, ad hoc advisory work and regular client liaision.

Excellent remuneration & benefits package, option of WFH 2/3 days a week and a personal progression plan. Part time considered, more info can be seen below:

The Role:

Managing a diverse private client tax portfolio Identifying tax planning opportunities Review of personal tax compliance Managing the delivery of ad hoc tax projects Advising clients in areas such as Inheritance Tax, Trusts, Estates and succession planning Mentoring junior staff Business development Client meetings Building and maintaining strong client relationships.

You:

CTA Qualified CTA PQ/ ATT also considered. Significant private client/ personal tax expertise Experience of managing a portfolio of clients Compliance & Advisory experience - role can be tailored to suit the individual Excellent communication skills

Benefits:

Private Health insurance Option of WFH 3 days a week Flexible hours Company bonus scheme WFH allowance Option to buy/ sell holiday Optional benefits Generous holiday Part time considered

If this vacancy doesn''t tick the boxes, do get in touch to discuss alternatives. Our client base consists of Top 20, Mid Tier, Regional and Independent firms across the UK. TPBN1_UKTJ

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