Tax Planning Expert for Private Client Portfolio
4 weeks ago
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
- 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
- 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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