Tax Expert with Private Client Portfolio

1 day ago


Exeter, Devon, United Kingdom Taylor Rose Recruitment Full time

Company Overview


Taylor Rose Recruitment, a leading recruitment agency, has been instructed to find a Private Client Tax Manager or Senior Manager for a reputable firm in Exeter. This is an excellent opportunity for a Chartered Tax Adviser (CTA) with personal tax expertise looking to advance their career.



About the Role


This is a challenging and rewarding position that involves working with a diverse portfolio of private clients, including High Net Worth Individuals (HNWIs), trusts, estates, and business owners. The role requires tax planning, compliance, and advisory work, as well as regular client liaison.



Key Responsibilities



  • Managing a portfolio of private clients
  • Identifying tax planning opportunities
  • Reviewing personal tax compliance
  • Delivering ad hoc tax projects
  • Advising clients on inheritance tax, trusts, estates, and succession planning
  • Building and maintaining strong client relationships


Benefits


The successful candidate will receive a competitive salary package, including:



  • A salary of approximately £60,000 - £80,000 per annum, depending on experience
  • Hybrid/flexible working arrangement
  • Health cash plan
  • Generous holiday entitlement
  • The option to buy/sell holidays
  • Cycle to work scheme
  • Employee wellbeing programme
  • Modern working environment
  • Regular social events


What We're Looking For


We are seeking a highly skilled and experienced tax professional who is passionate about delivering exceptional client service. If you have a strong track record of managing private client portfolios and are looking for a new challenge, please get in touch.



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