Private Client Tax Portfolio Manager

2 weeks ago


Exeter, Devon, United Kingdom Taylor Rose Recruitment Ltd Full time

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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