Senior Private Client Tax Professional

1 week ago


Poole, Poole, United Kingdom Taylor Rose Recruitment Ltd Full time
Job Description

As a Senior Private Client Tax Professional with Taylor Rose Recruitment Ltd, you will be responsible for managing a diverse private client tax portfolio, identifying tax planning opportunities, and providing expert advice on tax compliance and planning.

Key Responsibilities:
  • Managing a diverse private client tax portfolio
  • Identifying tax planning opportunities
  • Review of tax compliance
  • Provision of advise in areas such as Capital Gains, Trusts & Estates, Property tax & Inheritance tax
  • Managing/ supporting the successful delivery of ad hoc tax projects
  • Mentoring junior staff
  • Leading client meetings
  • Building and maintaining strong client relationships

Requirements:
  • CTA Qualified
  • CTA PQ/ ATT Qualified also considered
  • Ideally experience of working with HNWIs, Trusts and Estates
  • Significant private client/ personal tax expertise
  • Excellent communication skills
  • UK Resident

Benefits:
  • Private Health insurance
  • Hybrid arrangement
  • Flexible Working
  • Option to Buy/ Sell Holiday
  • Part time considered
  • Generous Pension
  • Cycle to work scheme
  • Regular social events
  • Modern office environment

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