Private Client Tax Portfolio Manager
2 weeks ago
Taylor Rose Recruitment Ltd is seeking a highly skilled Private Client Tax Manager to join their team in Exeter. As a Private Client Tax Manager, you will be responsible for managing a diverse portfolio of private clients, identifying tax planning opportunities, and reviewing personal tax compliance.
The ideal candidate will have significant experience in private client tax, a strong understanding of tax planning and compliance, and excellent communication skills. You will be working with a reputable firm in Exeter, offering a mix of tax planning, compliance, and advisory work.
The role offers a competitive remuneration package, hybrid working arrangement, and a personal progression plan. Part-time hours are also considered.
Key Responsibilities:
- Managing a diverse private client tax portfolio
- Identifying tax planning opportunities
- Review of personal tax compliance
- Managing the delivery of ad hoc tax projects
- Advising clients in areas such as Inheritance Tax, Trusts, Estates, and succession planning
- Mentoring junior staff
- Business development
- Client meetings
- Building and maintaining strong client relationships
Requirements:
- CTA Qualified
- Significant private client/personal tax expertise
- Experience of managing a portfolio of clients
- Compliance & Advisory experience
- Excellent communication skills
Taylor Rose Recruitment Ltd is a leading recruitment agency in the UK, working with top firms across the country. If you are a motivated and experienced Private Client Tax Manager looking for a new challenge, please get in touch to discuss this opportunity further.
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