Private Client Tax Director/Partner Designate

1 month ago

Leicester, Leicester, United Kingdom Taylor Rose Recruitment Full time
Private Client Tax Director/Partner Designate Opportunity

We are seeking a highly skilled and ambitious CTA Senior Manager or Associate Director to join our client's team in Coventry, Warwickshire.

This is an excellent opportunity for someone looking to take the next step in their career towards becoming a Tax Partner.

The ideal candidate will have a strong background in private client tax, with experience working with HNWIs, Trusts & Estates.

The role involves managing a diverse private client tax portfolio, identifying tax planning opportunities, and delivering ad hoc tax projects.

The successful candidate will also be responsible for mentoring junior staff, leading client meetings, and building strong client relationships.

Key Responsibilities:

  1. Managing a diverse private client tax portfolio
  2. Identifying tax planning opportunities
  3. Managing the delivery of ad hoc tax projects
  4. Managing the tax affairs of HNWIs, Trusts and Estates
  5. Providing advice in areas such as Capital Gains, Trusts & Estates, Property tax & Inheritance tax
  6. Mentoring junior staff
  7. Leading client meetings
  8. Building and maintaining strong client relationships

Requirements:

  1. CTA Qualified
  2. ACA/STEP also beneficial
  3. ATT also considered
  4. Experience of working with HNWIs, Trusts and Estates is essential
  5. Significant private client/personal tax expertise
  6. Excellent communication skills
  7. UK Resident

What We Offer:

  1. Progression plan to Partner
  2. Private Health insurance
  3. Hybrid arrangement - option of WFH
  4. Flexible Working (core hours 10am - 4pm)
  5. Option to Buy/Sell Holiday
  6. Generous Pension
  7. Cycle to work scheme
  8. Free Parking
  9. Social/Charity events

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