Financial Services Tax Lead
2 days ago
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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