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Tax Planning and Advisory Lead

2 months ago

Leeds, Leeds, United Kingdom Taylor Rose Recruitment Ltd Full time

Job Summary:

Taylor Rose Recruitment Ltd is seeking a highly skilled Private Client Tax Senior Manager to join our client's team in Central Leeds. As a key member of the tax department, you will be responsible for managing a diverse portfolio of private client tax engagements, including tax planning, advisory, and ad hoc projects.

Key Responsibilities:

  • Manage a diverse portfolio of private client tax engagements, including tax planning, advisory, and ad hoc projects.
  • Identify tax planning opportunities and provide expert advice to clients.
  • Manage the tax affairs of high net worth individuals, trusts, and estates.
  • Provide support to partners and lead client meetings.
  • Build and maintain strong client relationships.

Requirements:

  • CTA Qualified, STEP also beneficial.
  • Experience of working with high net worth individuals, trusts, and estates is essential.
  • Significant private client/personal tax expertise.
  • Excellent communication skills.
  • UK Resident.

Benefits:

  • Progression plan to Director.
  • Private Health insurance.
  • Hybrid arrangement (option of WFH 3 days a week).
  • Flexible Working (core hours 10am - 4pm).
  • Option to Buy/Sell Holiday.
  • Part time considered.
  • Generous Pension.
  • Cycle to work scheme.
  • Good transport links - close to station.
  • Social events.

About Our Client:

Our client base consists of Top 20, Mid Tier, Regional, and Independent firms across the UK.