Tax Planning Expert for Private Client Portfolio

4 weeks ago


London, Greater London, United Kingdom Taylor Rose Recruitment Ltd Full time
Job Overview

Taylor Rose Recruitment Ltd is seeking an experienced Tax Planning Expert to join a highly progressive firm in Chichester. The ideal candidate will have a strong background in managing private client tax portfolios and a deep understanding of tax planning opportunities.

The role involves identifying tax planning opportunities, reviewing tax compliance, and providing expert advice on Capital Gains, Property tax & Inheritance tax. As a member of the team, you will be responsible for mentoring junior staff, leading client meetings, and building strong client relationships.

Key Responsibilities
  • Managing a diverse portfolio of private clients with a focus on HNWIs, Directors, and OMBs
  • Identifying tax planning opportunities and providing expert advice
  • Reviewing tax compliance and ensuring all requirements are met
  • Providing guidance on Capital Gains, Property tax & Inheritance tax
  • Mentoring junior staff to develop their skills and expertise
  • Leading client meetings and building strong client relationships
Benefits
  • Paid overtime
  • Flexible working hours
  • Hybrid working arrangement (2 days per week)
  • Generous holiday entitlement
  • Option to Buy/Sell Holidays
  • Social events
  • Part-time considered
Requirements
  • CTA Qualified or equivalent experience
  • Significant private client/personal tax expertise
  • Excellent communication skills
  • UK Resident

We estimate the salary for this position to be around £60,000 - £80,000 per annum, depending on experience. If you are a motivated and experienced Tax Planning Expert looking for a new challenge, please apply.



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