Tax Planning Expert

4 days ago


Poole, Poole, United Kingdom Taylor Rose Recruitment Ltd Full time
About the Role

We are seeking a highly experienced Private Client Tax Manager or Senior Manager to join our client's team in Poole.

The ideal candidate will have significant private client/personal tax expertise and excellent communication skills.

You will be working with a diverse client portfolio focusing on HNWIs, Directors, Trusts & Estates, involving a mixture of tax planning, compliance, and ad-hoc advisory work.

The role offers an estimated salary range of £60,000-£80,000 per annum, depending on experience, plus benefits including private health insurance, hybrid working, and a generous pension scheme.

  • Managing a diverse private client tax portfolio
  • Identifying tax planning opportunities
  • Tax planning
  • Review of tax compliance
  • Provision of advice in areas such as Capital Gains, Trusts & Estates, Property tax & Inheritance tax
  • Managing/supporting the successful delivery of ad-hoc tax projects
  • Mentoring junior staff
  • Leading client meetings
  • Building and maintaining strong client relationships
About Our Client

Our client is a progressive firm of Chartered Accountants based in Poole, offering a range of services including tax planning, compliance, and ad-hoc advisory work.

The company values flexibility and work-life balance, offering a hybrid working arrangement and part-time options.

They are committed to providing a supportive and inclusive work environment, with regular social events and a cycle-to-work scheme.



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