Tax Planning Expert

24 hours ago


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

**Job Title:** Private Client Tax Manager

Tax specialists at Taylor Rose Recruitment have been instructed to find a highly skilled Private Client Tax Manager or Senior Manager opportunity for our client, a reputable firm in the UK.

This role is perfect for a CTA Personal Tax professional looking to take the next step in their career with an excellent work-life balance. You will be working with a diverse portfolio of high net worth individuals (HNWIs), trusts and estates, and business owners, involving a mix of tax planning, compliance, ad-hoc advisory work, and regular client liaison.

The salary for this role is approximately £60,000 - £80,000 per annum, depending on experience. In addition to a competitive salary, you can expect an extensive benefits package, including hybrid/flexible working arrangements, health cash plan, generous holiday entitlement, and modern working environment.

Key responsibilities of the job include:

  • Managing a diverse private client tax portfolio
  • Identifying tax planning opportunities
  • Reviewing personal tax compliance
  • Managing the delivery of ad-hoc tax projects
  • Advising clients on inheritance tax, trusts, estates, and succession planning
  • Building and maintaining strong client relationships

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