Tax Planning Expert
24 hours ago
**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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