Private Client Tax Manager

4 weeks ago


Exeter, Devon, United Kingdom Taylor Rose Recruitment Ltd Full time

Unlock Your Potential as a Private Client Tax Manager

Taylor Rose Recruitment Ltd is proud to present an exciting opportunity for a skilled CTA Qualified professional to join our client's team as a Private Client Tax Manager. This role offers a unique blend of tax planning, compliance, and advisory work, providing a challenging and rewarding experience for the right candidate.

About the Role:

  • Manage a diverse portfolio of private client tax cases
  • Identify tax planning opportunities and provide expert advice
  • Review personal tax compliance and ensure accurate returns
  • Deliver ad hoc tax projects and advise clients on Inheritance Tax, Trusts, Estates, and succession planning
  • Mentor junior staff and contribute to business development
  • Build and maintain strong client relationships

What We Offer:

  • Hybrid/flexible working arrangement
  • Generous holiday entitlement
  • Health Cash Plan
  • Cycle to work scheme
  • Employee wellbeing programme
  • Modern working environment

Requirements:

  • CTA Qualified (or CTA PQ/ATT considered)
  • Significant private client/personal tax expertise
  • Experience of managing a portfolio of clients
  • Compliance & Advisory experience
  • Excellent communication skills

Why Choose Us:

Taylor Rose Recruitment Ltd is a leading recruitment agency specializing in the accounting and finance sector. We pride ourselves on building long-term relationships with our clients and candidates, providing a personalized service that meets their unique needs.


  • Tax Manager

    1 month ago


    Exeter, Devon, United Kingdom Creative Tax Recruitment Full time

    Private Client Trust and Tax ManagerTake your career to the next level as a Private Client Trust and Tax Manager at a top-ranked mid-tier firm. This exciting opportunity allows you to directly impact the strategic direction and development of trust and estate services.Key Responsibilities:Manage a compliance portfolio primarily focused on high net worth...

  • Tax Manager

    1 month ago


    Exeter, Devon, United Kingdom Creative Tax Recruitment Full time

    Private Client Trust and Tax ManagerTake your career to the next level as a Private Client Trust and Tax Manager at a top-ranked mid-tier firm. This exciting opportunity allows you to directly impact the strategic direction and development of trust and estate services.Key Responsibilities:Manage a compliance portfolio primarily focused on high net worth...

  • Tax Manager

    4 weeks ago


    Exeter, Devon, United Kingdom Creative Tax Recruitment Full time

    Private Client Trust and Tax ManagerEmbark on a challenging role within the private client tax team of a top-ranked mid-tier firm, where you will have a direct impact on the strategic direction and development of trust and estate services.This position involves handling a range of crucial tasks related to the management of trusts, estates, and their...

  • Tax Manager

    4 weeks ago


    Exeter, Devon, United Kingdom Creative Tax Recruitment Full time

    Private Client Trust and Tax ManagerEmbark on a challenging role within the private client tax team of a top-ranked mid-tier firm, where you will have a direct impact on the strategic direction and development of trust and estate services.This position involves handling a range of crucial tasks related to the management of trusts, estates, and their...


  • Exeter, Devon, United Kingdom Taylor Rose Recruitment Ltd Full time

    Job Title: Private Client Tax ManagerAbout the Role:We are seeking a highly skilled Private Client Tax Manager to join our team at Taylor Rose Recruitment Ltd. As a Private Client Tax Manager, you will be responsible for managing a diverse portfolio of private clients, identifying tax planning opportunities, and reviewing personal tax compliance.Key...


  • Exeter, Devon, United Kingdom Taylor Rose Recruitment Full time

    Private Client Tax Manager OpportunityTaylor Rose Recruitment is pleased to present a Private Client Tax Manager or Senior Manager opportunity on behalf of our client, a leading firm of Chartered Accountants in Exeter.About the RoleWe are seeking a CTA Qualified Private Client Tax professional looking for a varied role with lots of flexibility and an...


  • Exeter, Devon, United Kingdom Taylor Rose Recruitment Full time

    Private Client Tax Manager OpportunityTaylor Rose Recruitment is pleased to present a Private Client Tax Manager or Senior Manager opportunity on behalf of our client, a leading firm of Chartered Accountants in Exeter.About the RoleWe are seeking a CTA Qualified Private Client Tax professional looking for a varied role with lots of flexibility and an...


  • Exeter, Devon, United Kingdom Taylor Rose Recruitment Ltd Full time

    Job Opportunity for a Tax Specialist Private Client at Taylor Rose Recruitment LtdTaylor Rose Recruitment Ltd is seeking a highly skilled Tax Specialist Private Client to join their team. As a Tax Specialist Private Client, you will be responsible for managing a diverse portfolio of private clients, identifying tax planning opportunities, and reviewing...

  • Tax Manager

    3 weeks ago


    Exeter, Devon, United Kingdom Taylor Rose Recruitment Ltd Full time

    Private Client Tax Manager OpportunityTaylor Rose Recruitment Ltd is delighted to present a unique opportunity for a skilled Private Client Tax Manager to join a highly reputable firm in Exeter.This role is perfect for a CTA Personal Tax professional seeking a challenging and rewarding career move, offering a great work-life balance and excellent...


  • Exeter, Devon, United Kingdom Taylor Rose Recruitment Ltd Full time

    Job DescriptionTaylor Rose Recruitment Ltd is seeking a highly skilled Private Client Tax Manager to join their team. The ideal candidate will have significant experience in managing a diverse portfolio of private clients, including HNWIs, Trusts & Estates, and business owners.The successful candidate will be responsible for identifying tax planning...


  • Exeter, Devon, United Kingdom Taylor Rose Recruitment Ltd Full time

    Unlock Your Potential as a Private Client Tax ManagerTaylor Rose Recruitment Ltd is proud to present an exciting opportunity for a skilled CTA Qualified professional to join our client's team as a Private Client Tax Manager. This role offers a unique blend of tax planning, compliance, and advisory work, providing a challenging and rewarding experience for...


  • Exeter, Devon, United Kingdom Taylor Rose Recruitment Ltd Full time

    Unlock Your Potential as a Private Client Tax ManagerTaylor Rose Recruitment Ltd is proud to present an exciting opportunity for a skilled CTA Qualified professional to join our client's team as a Private Client Tax Manager. This role offers a unique blend of tax planning, compliance, and advisory work, providing a challenging and rewarding experience for...


  • Exeter, Devon, United Kingdom Cathedral Appointments Ltd Full time

    Private Client Tax Manager - A Key Role at Cathedral Appointments LtdCathedral Appointments Ltd is seeking an experienced Private Client Tax Manager to join our team. As a Private Client Tax Manager, you will be responsible for managing a portfolio of trust cases and high net-worth individuals, providing tax advice and compliance services.Key...

  • Tax Manager

    3 weeks ago


    Exeter, Devon, United Kingdom Michael Page (UK) Full time

    About the RoleWe are seeking a highly skilled Personal Tax Manager to join our team in Exeter. As a key member of our private client tax team, you will be responsible for managing a wide-ranging portfolio of personal tax cases and overseeing the work of the wider team.Key ResponsibilitiesManage a portfolio of personal tax cases, including compliance and tax...


  • Exeter, Devon, United Kingdom Taylor Rose Recruitment Ltd Full time

    Tax Specialists Taylor Rose Recruitment have been instructed on a Private Client Tax Manager opportunity on behalf of our client, a highly reputable firm in the UK.Perfect for a CTA Personal Tax professional looking for the next step up in their career, with lots of flexibility and an excellent work/life balance.You will be working with an impressive client...


  • Exeter, Devon, United Kingdom Taylor Rose Recruitment Ltd Full time

    Taylor Rose Recruitment Ltd is seeking a highly skilled Private Client Tax Manager to join their team in Exeter. As a Private Client Tax Manager, you will be responsible for managing a diverse portfolio of private clients, identifying tax planning opportunities, and reviewing personal tax compliance.The ideal candidate will have significant experience in...


  • Exeter, Devon, United Kingdom Cathedral Appointments Ltd Full time

    Private Client Tax ManagerWe are seeking an experienced Private Client Tax Manager to join our team at Cathedral Appointments Ltd. The ideal candidate will be responsible for managing a portfolio of trust cases and high net-worth individuals, providing tax advice and compliance services. Key responsibilities include drafting reports, preparing...


  • Exeter, Devon, United Kingdom Taylor Rose Recruitment Ltd Full time

    **Private Client Tax Senior Role**Taylor Rose Recruitment is working with a leading firm of Chartered Accountants to find a talented Private Client Tax Senior to join their Exeter team.This is an excellent opportunity for an ATT Qualified and/or CTA student looking to develop their advisory skills and work with a diverse client base, including HNWIs, Sole...


  • Exeter, Devon, United Kingdom Pro-Tax Full time

    Senior Tax Role at Pro-TaxWe are seeking a highly skilled Tax Senior to join our team at Pro-Tax in Exeter. As a Tax Senior, you will play a key role in supporting our managers and ensuring the compliance of our clients.This is an excellent opportunity to work with a supportive team, offering a range of benefits including:Generous holiday entitlement and...


  • Exeter, Devon, United Kingdom Pro-Tax Full time

    Senior Tax Role at Pro-TaxWe are seeking a highly skilled Tax Senior to join our team at Pro-Tax in Exeter. As a Tax Senior, you will play a key role in supporting our managers and ensuring the compliance of our clients.This is an excellent opportunity to work with a supportive team, offering a range of benefits including:Generous holiday entitlement and...