Tax Planning Manager
2 days ago
Taylor Rose Recruitment Ltd is delighted to present a unique opportunity for an experienced Private Client Tax Manager to join a progressive and highly respected firm of Chartered Accountants in St Albans.
This exciting role offers the chance to progress your career with an excellent work-life balance, genuine scope to advance to Tax Director, and an impressive client portfolio including HNWIs, Directors, Partnerships, Trusts, and Estates.
The successful candidate will be allocated a diverse private client tax portfolio, involving tax planning, compliance, advisory, and project work. You will have the opportunity to identify tax planning opportunities, review tax compliance, manage ad hoc tax projects, provide advice on Capital Gains tax, Property tax, and Inheritance issues, mentor junior staff, lead client meetings, and build strong client relationships.
Key Responsibilities:
- Manage a diverse private client tax portfolio
- Identify tax planning opportunities
- Review tax compliance
- Manage ad hoc tax projects
- Provide advice on Capital Gains tax, Property tax, and Inheritance issues
- Mentor junior staff
- Lead client meetings
- Build and maintain 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
Requirements:
- 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
Salary: £60,000 - £80,000 per annum (dependent on experience). Considered part-time options.
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