Senior Tax Advisor for High Net Worth Individuals

2 weeks ago


Poole, United Kingdom Taylor Rose Recruitment Ltd Full time
About Us:
Taylor Rose Recruitment Ltd is a leading recruitment agency specializing in accounting and finance roles. We are proud to be working with a progressive firm of Chartered Accountants in Poole to find their next Private Client Tax Manager.

Role Details:
Salary: £65,000 - £85,000 per annum
Location: Poole, Dorset
Job Type: Full-time
Experience: 3+ years in Private Client Tax
Qualifications: CTA qualified

Your Key Responsibilities:
  • Develop and implement tax planning strategies for high net worth individuals
  • Review compliance and advise on complex tax matters
  • Manage a portfolio of private clients, including HNWIs, Directors, Trusts & Estates
  • Mentor junior staff and lead client meetings

Our Benefits Package:
A competitive salary, private health insurance, flexible working arrangements, and a modern office environment. We also offer regular social events and a cycle to work scheme.

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