Senior Private Client Tax Lead

3 weeks ago


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

Are you a highly skilled tax professional looking for the next step in your career?

Job Opportunity

We are seeking a Senior Private Client Tax Lead to join our team at Taylor Rose Recruitment Ltd.

About the Role:

  • Manage a diverse portfolio of private clients with complex tax requirements
  • Identify and implement tax planning opportunities to maximize client savings
  • Review and ensure compliance with personal tax regulations
  • Lead ad-hoc tax projects and provide expert advice on Inheritance Tax, Trusts, Estates, and succession planning
  • Mentor junior staff and contribute to business development initiatives

Your Expertise:

  • CTA Qualified or equivalent
  • Significant experience in private client/personal tax with a proven track record of success
  • Excellent communication and interpersonal skills
  • Able to work autonomously and as part of a team

What We Offer:

  • Estimated salary range: £70,000 - £100,000 per annum
  • Hybrid/flexible working arrangements
  • Comprehensive benefits package including health cash plan, generous holiday entitlement, and cycle-to-work scheme
  • Ongoing training and professional development opportunities


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