HNWI Tax Specialist
2 weeks ago
We are looking for a highly skilled HNWI Tax Specialist to join our team in Exeter. As a Senior Tax Planning Manager, you will work with a diverse range of clients, including HNWIs, Trusts & Estates, and business owners, providing tax planning, compliance, and advisory services. A salary of £65,000 - £85,000 per annum, plus a range of benefits, including hybrid working, health cash plan, and employee wellbeing programme, is on offer.
- Managing client portfolios
- Providing tax advice
- Building strong relationships with clients
The successful candidate will have experience in tax planning, compliance, and advisory work, and will be able to provide exceptional client service. A range of benefits, including regular social events and a modern working environment, are also provided.
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HNWI Tax Advisor
5 days ago
Exeter, Devon, United Kingdom Taylor Rose Recruitment Ltd Full timeWe are currently looking for an accomplished HNWI Tax Advisor to join our team in Exeter.The successful candidate will be responsible for providing personalized tax guidance to high-net-worth individuals (HNWIs), ensuring seamless compliance with all relevant tax laws and regulations.To excel in this role, candidates must possess excellent communication and...
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HNWI Trust Manager
2 weeks ago
Exeter, Devon, United Kingdom Creative Tax Recruitment Full timeAbout the Role:We are seeking an experienced Tax Professional Lead to join our team at Creative Tax Recruitment. As the Private Client Trust and Tax Manager, you will play a crucial role in managing a compliance portfolio, serving as the main point of contact for clients, and driving the delivery of one-off advisory and compliance assignments.Key...
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HNWI Compliance Portfolio Manager
1 week ago
Exeter, Devon, United Kingdom Creative Tax Recruitment Full timeHNWI Compliance Portfolio Manager Job Summary:We are looking for an experienced HNWI Compliance Portfolio Manager to join our private client tax team. As a highly skilled professional, you will manage a compliance portfolio primarily consisting of high net worth individuals (HNWI), trusts, and estates. Your primary responsibility will be to effectively...
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HNWI Tax Manager
5 days ago
Exeter, Devon, United Kingdom Taylor Rose Recruitment Ltd Full timeTaylor Rose Recruitment Ltd is seeking a highly skilled Private Client Tax Manager to join their team in Exeter. This is an excellent opportunity for a CTA Personal Tax professional to take the next step in their career and work with a diverse portfolio of high net worth individuals (HNWIs), trusts and estates, and business owners.You will be responsible for...
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HNWI Portfolio Manager
1 month ago
Exeter, Devon, United Kingdom Michael Page (UK) Full timeTrust Tax Manager OpportunityA HNWI Portfolio Manager is needed for a top-tier firm in Exeter. As a key member of our private client and trust tax team, you will be responsible for advising clients on complex tax matters and managing a wide-ranging portfolio of trust cases. You will also be involved in tax planning project work across inheritance tax, CGT,...
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Private Client Tax Expert
2 weeks ago
Exeter, Devon, United Kingdom Creative Tax Recruitment Full timePrivate Client Tax Expert Job Description:We are seeking a highly skilled Private Client Tax Expert to join our private client tax team. As a key member of the team, you will be responsible for managing a compliance portfolio predominantly involving high net worth individuals (HNWI), trusts, and estates. Your primary role will be to effectively communicate...
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Private Client Tax Lead
5 days ago
Exeter, Devon, United Kingdom Taylor Rose Recruitment Ltd Full timeWe are seeking an exceptional HNWI Tax Management Specialist to join our team and lead the delivery of high-quality tax services to our esteemed clients.In this role, you will have the opportunity to work closely with experienced tax professionals and leverage your skills to drive business growth.Your key responsibilities will include:Developing and...
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Accounting and Tax Expert
3 days ago
Exeter, Devon, United Kingdom Clark Wood - Tax Recruitment Full timeA leading Recruitment Consultancy is working with a highly reputable firm of accountants to recruit an ambitious Personal Tax Assistant / Semi Senior to join their team in Exeter.About the RoleYour role will involve working with a wide variety of personal tax clients including HNWIs, company directors and sole traders for whom you will be responsible for...
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Tax Compliance Specialist
1 month ago
Exeter, Devon, United Kingdom Michael Page Full timeA leading UK-based accountancy practice with an excellent reputation is searching for a Trust Tax Manager to join their team in Exeter.Job Description:Oversee the delivery of trust and personal tax compliance to trust cases and HNWIsLead the delivery of wide-ranging tax planning and project work across IHT, CGT, and other tax advisory workRequirements:CTA /...
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Trust Tax Advisory Manager
1 month ago
Exeter, Devon, United Kingdom Michael Page Full timeA renowned private client and trust tax specialist is needed to manage a diverse portfolio of trust cases and HNWIs based in Exeter.About the Role:You will be responsible for advising on tax planning project work across inheritance tax, CGT, and various other advisory projects. This role provides an ideal opportunity for a tax professional looking to carve a...
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Exeter, Devon, United Kingdom Taylor Rose Recruitment Ltd Full timeTaylor Rose Recruitment is proud to partner with a highly reputable firm in Exeter to find a skilled Private Client Tax Manager or Senior Manager.This exciting opportunity is perfect for a CTA Personal Tax professional seeking a challenging role that offers flexibility, an excellent work-life balance, and career progression.You will be working with a diverse...
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Tax Professional Lead
2 weeks ago
Exeter, Devon, United Kingdom Creative Tax Recruitment Full timeJob Overview:The Private Client Trust and Tax Manager role at Creative Tax Recruitment offers a unique opportunity to make a significant impact on the strategic direction and development of trust and estate services.This is an excellent chance for you to work with high net-worth clients and professional advisors in a client-facing capacity, while driving the...
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Tax Specialist Manager
4 hours ago
Exeter, Devon, United Kingdom Taylor Rose Recruitment Ltd Full timeBased in Exeter, we are looking for a Tax Specialist Manager to join our team at a highly reputable firm.This is an excellent opportunity for a CTA Personal Tax professional seeking career advancement with a great work-life balance.The role involves managing a diverse portfolio of HNWIs, Trusts & Estates, and business owners, providing tax planning,...
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Tax Consultant Leader
5 days ago
Exeter, Devon, United Kingdom Taylor Rose Recruitment Ltd Full timeTaylor Rose Recruitment Ltd is pleased to instruct a Private Client Tax Manager or Senior Manager opportunity on behalf of our client, a highly reputable firm in the region.This role is perfect for a CTA Personal Tax professional looking for their next step up in their career. The position offers flexibility and an excellent work-life balance.You will be...
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Compliance Portfolio Director
2 weeks ago
Exeter, Devon, United Kingdom Creative Tax Recruitment Full timeRole Summary:Creative Tax Recruitment seeks an experienced Compliance Portfolio Director to manage a portfolio of high net worth individuals (HNWI's), trusts, and estates. As the Private Client Trust and Tax Manager, you will be responsible for communicating complex tax technical information to clients and stakeholders, delivering high-quality advisory and...
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HNWI Tax Management Specialist
4 days ago
Exeter, Devon, United Kingdom Taylor Rose Recruitment Ltd Full timeAbout the Role:This exciting opportunity has arisen for a skilled Tax Consultant to lead our team's efforts in managing complex tax cases for private clients.As a seasoned Tax Manager, you will have extensive knowledge of personal taxation and be able to apply this expertise to advise clients on optimal tax planning strategies.Your primary responsibilities...
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Senior Tax Consultant
4 days ago
Exeter, Devon, United Kingdom Taylor Rose Recruitment Ltd Full timeWe are seeking a highly skilled and motivated Tax Specialist to join our client, a reputable Private Client Tax firm in Exeter.This exciting opportunity is perfect for a CTA Personal Tax professional looking to advance their career and achieve a better work-life balance.The successful candidate will have the flexibility to manage a diverse portfolio of...
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Tax Planning Expert
1 week ago
Exeter, Devon, United Kingdom Taylor Rose Recruitment Ltd Full time**Job Title:** Private Client Tax ManagerTax 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...
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Exeter Private Wealth Tax Expert
1 week ago
Exeter, Devon, United Kingdom Taylor Rose Recruitment Ltd Full timeExeter-based Taylor Rose Recruitment Ltd is looking for a Private Client Tax Specialist to join their team.This is an excellent opportunity for a CTA Personal Tax professional to develop their skills and advance their career.The successful candidate will have the ability to manage a diverse portfolio of high-net-worth individuals (HNWIs) and provide expert...
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Personal and Trust Tax Director
1 month ago
Exeter, Devon, United Kingdom Michael Page Full timeA trusted advisor is required to lead the delivery of trust and personal tax services to HNWIs and trust cases based in Exeter.Job Summary:The successful candidate will oversee the delivery of trust and personal tax compliance, as well as lead the delivery of wide-ranging tax planning and project work across IHT, CGT, and other tax advisory work.Key...