Senior Private Client Tax Manager

2 days ago


Poole, Poole, United Kingdom Taylor Rose Recruitment Ltd Full time
Job Title:

Senior Private Client Tax Manager

">About the Role:

We are seeking a highly skilled Senior Private Client Tax Manager to join our team at Taylor Rose Recruitment Ltd. This is an exciting opportunity for a CTA Qualified professional looking for the next step up in their career, with lots of flexibility and an excellent work/life balance.

The successful candidate will be working with an entrepreneurial client portfolio with a focus on High Net Worth Individuals (HNWIs), Directors, Trusts & Estates, involving a mixture of tax planning, compliance, and ad-hoc advisory work.

Key responsibilities include:

  • Managing a diverse private client tax portfolio
  • Identifying tax planning opportunities
  • Tax planning and advisory services
  • Review of tax compliance
  • Providing advice 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

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

Salary: £70,000 - £90,000 per annum



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