HNWI Compliance Portfolio Manager

Trust 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,...

About 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...

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...

Role 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...

Job Title: HNWI Tax SpecialistWe are seeking a seasoned Private Client Tax Manager or Senior Manager to join our client's Exeter office. As a key member of the team, you will provide high-quality tax advice to a portfolio of High Net Worth Individuals (HNWIs), ensuring their complex financial situations are expertly managed.Key Responsibilities:Deliver...

Taylor 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...

Michael Page (UK) is seeking a highly skilled Tax Planning and Compliance Manager to join their team in Exeter. This exciting opportunity offers the chance to carve a pivotal role advising private clients, HNWIs, Trusts, and Directors across various corporate and OMB limited companies.About Our ClientBased in Exeter, Michael Page (UK) has a strong reputation...

Job Title: Trust and Estate Services ManagerCompany Overview: Our client is a top-ranked mid-tier firm providing exceptional opportunities for professionals to grow their careers.Salary: £60,000 - £80,000 per annum, depending on experience.Job Description:We are seeking a skilled Trust and Estate Services Manager to join our private client tax team. As a...

A 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...

Company OverviewTaylor Rose Recruitment, a leading recruitment agency, has been instructed to find a Private Client Tax Manager or Senior Manager for a reputable firm in Exeter. This is an excellent opportunity for a Chartered Tax Adviser (CTA) with personal tax expertise looking to advance their career.About the RoleThis is a challenging and rewarding...

Private 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...

Seeking a Senior Tax Planning Manager for a prestigious firm in Exeter. The ideal candidate will have experience in tax planning, compliance, and advisory work for HNWIs, Trusts & Estates, and business owners. Competitive salary: £60,000 - £80,000 per annum, flexible working arrangement, and a personal progression plan are offered.Managing a diverse...

Leading a prestigious accountancy practice in Exeter, we seek an experienced Personal Tax Manager to assume a pivotal role in our team. As a key figure, you will oversee the delivery of high-quality compliance services while driving tax planning and project work forward.About Our ClientThis renowned firm boasts an excellent reputation for serving private...

Job Title and OverviewA Private Client Tax Manager position has become available with Taylor Rose Recruitment Ltd, a reputable firm based in Exeter. This role is ideal for a CTA Personal Tax professional seeking a career advancement opportunity with a flexible work-life balance.The successful candidate will be part of an impressive client portfolio...

In this Compliance Specialist role with Michael Page (UK), you will play a key part in shaping our clients' financial futures by providing expert personal tax advice.About Our ClientMichael Page (UK) is a leading accountancy practice with a wide-ranging private client base. We deliver a quality compliance service, acting for self-employed, HNWIs, directors...

A 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 /...

Taylor Rose Recruitment is seeking a skilled Private Client Tax Professional to join their team in Exeter. As a Senior Manager, you will work with an impressive client portfolio, including HNWIs, Trusts & Estates, and business owners, providing tax planning, compliance, and advisory services. A competitive salary of £70,000 - £90,000 per annum, plus a...

Job DescriptionWe are looking for a Personal Tax Advisor to join our team in Exeter. As a Senior Manager opportunity with a highly reputable firm, this role offers an excellent work-life balance and flexible working arrangements.The successful candidate will work with an impressive client portfolio including HNWIs, Trusts & Estates, and business owners. They...

Taylor Rose Recruitment Ltd has partnered with a reputable firm in Exeter to recruit a Private Client Tax Manager or Senior Manager. This is an excellent opportunity for a CTA Personal Tax professional to join a dynamic team and work with a diverse portfolio of high net worth individuals (HNWIs), trusts and estates, and business owners.Your key...

Job Description: Taylor Rose Recruitment has been instructed on behalf of our client, a well-established firm in Exeter, to find a Senior Manager for their Private Client Tax department. The successful candidate will be responsible for managing a portfolio of private client tax cases, including HNWIs, Trusts & Estates, and business owners. A key focus will...