Senior Private Client Tax Manager

4 days ago


Leicester, Leicester, United Kingdom Taylor Rose Recruitment Full time

We are seeking an ambitious CTA Qualified professional to take on a challenging role as Private Client Tax Director/Partner Designate.

The ideal candidate will have a strong background in private client tax, with experience working with High Net Worth Individuals (HNWIs), Trusts, and Estates.

This is an excellent opportunity for someone looking to progress their career towards becoming a Tax Partner.

The successful candidate will be responsible for managing a diverse portfolio of private client tax clients, identifying tax planning opportunities, and providing advice in areas such as Capital Gains, Trusts & Estates, Property tax & Inheritance tax.

The role offers a competitive salary package, including a generous pension, private health insurance, and a hybrid working arrangement.

The estimated annual salary for this role is £80,000 - £120,000 depending on experience.

About the Role:
  1. Manage a diverse portfolio of private client tax clients
  2. Identify tax planning opportunities
  3. Provide advice in areas such as Capital Gains, Trusts & Estates, Property tax & Inheritance tax
  4. Work closely with Partners to deliver ad hoc tax projects
About You:
  1. CTA Qualified
  2. ACA/STEP also beneficial
  3. ATT also considered
  4. Experience working with HNWIs, Trusts, and Estates essential


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