Private Client Tax Manager

1 month ago


Leeds, United Kingdom Taylor Rose Recruitment 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 Central Leeds.

Perfect for a CTA Personal Tax professional looking for the next step up in their career with an excellent work life balance.

You will be working with an entrepeneurial client portfolio with a focus on HNWIs, Directors, Trusts & Estates involving a mixture of compliance, tax planning and ad hoc advisory work.

Fantastic remuneration & benefits package, health insurance, flexible hours, option of WFH 3 days a week. Part time considered, more information can be seen below:

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.

You:

CTA Qualified
CTA PQ/ ATT Qualified also considered
Ideally experience of working with HNWIs, Trusts and Estates
Significant private client/ personal tax expertise
Excellent communication skills
UK Resident

Benefits:

Private Health insurance
Company & Manager bonus

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