Private Client Tax Manager

3 weeks ago

St Albans Hertfordshire, 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 progressive firm of Chartered Accountants in St Albans.

Perfect for a CTA Qualified individual seeking the next step up in their career with an excellent work/ life balance, and genuine scope to progress to Tax Director.

You will be allocated an impressive client portfolio including HNWIs, Directors, Partnerships, Trusts and Estates involving a mixture of tax planning, compliance, advisory and ad hoc project work.

Excellent remuneration & extensive benefits package, hybrid/ flexible working, private medical insurance, and a personal progression plan. 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
ATT/ CTA PQ also considered
Personal tax compliance and advisory experience
Experienced in managing your own portfolio of clients
Significant private client/ personal tax expertise
Excellent communication skills

If this vacancy doesn't 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 & Ireland.

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