Financial Services Tax Lead

2 days ago


Exeter, Devon, United Kingdom Taylor Rose Recruitment Ltd Full time
Job Title: Financial Services Tax Lead

Are you a highly skilled CTA Personal Tax professional looking for a challenging role with an excellent work-life balance? We have an exciting opportunity for a Private Client Tax Manager or Senior Manager to join our client, a reputable firm in Exeter. You will be working with a diverse portfolio of High Net Worth Individuals (HNWIs) and enjoying plenty of flexibility.

Key Responsibilities:
  • Provide exceptional tax services to HNWIs, ensuring their complex financial situations are accurately managed.
  • Collaborate closely with clients to understand their needs and deliver tailored solutions.
  • Maintain up-to-date knowledge of personal tax laws and regulations, advising clients on the latest developments.

Requirements:
  • Chartered Tax Adviser (CTA) qualification or equivalent experience.
  • Strong analytical skills, attention to detail, and ability to manage multiple projects simultaneously.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients.

Benefits:
  • A competitive estimated salary of £60,000 - £80,000 per annum, depending on experience.
  • A generous bonus structure, reflecting individual and team performance.
  • A comprehensive benefits package, including health insurance, pension scheme, and annual leave entitlement.


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