Private Client Portfolio Manager

Taylor Rose Recruitment Ltd has partnered with a reputable firm in Exeter to recruit a Private Client Tax Manager or Senior Manager. This is an excellent opportunity for a CTA Personal Tax professional to join a dynamic team and work with a diverse portfolio of high net worth individuals (HNWIs), trusts and estates, and business owners.Your key...

Private Client Tax OpportunityTaylor Rose Recruitment Ltd is seeking a Private Client Specialist to join their team in Exeter. As a leading recruitment agency, they have been instructed by a highly reputable firm to find the right candidate for this Senior Manager opportunity.The successful candidate will manage a diverse private client tax portfolio,...

Job Title: Client Portfolio ManagerA successful firm of chartered accountants in Exeter seeks a Client Manager to oversee a diverse client portfolio, delivering year-end accounts, tax, and advisory services, while managing and developing teams.Key Responsibilities:Managing client relationshipsDelivering servicesContributing to the firm's growthThe ideal...

Private Client Tax Manager Job DescriptionWe are seeking a highly skilled Private Client Tax Manager or Senior Manager to join our client's team in Exeter. As a leading firm, they offer an excellent work/life balance, flexible working arrangements, and a comprehensive benefits package.In this role, you will have the opportunity to work with a diverse client...

Job DescriptionWe are seeking a skilled Private Client Tax Manager to join our client's team in Exeter. As a member of the team, you will be responsible for managing a diverse portfolio of private clients, identifying tax planning opportunities, and delivering ad hoc tax projects.

Overview: As a leading private banking institution, Arbuthnot Latham offers a unique opportunity for experienced professionals to join our Investment Management team in the Southwest. The ideal candidate will have prior experience in a similar role and a strong understanding of modern portfolio theory.">The Role: We are seeking a skilled HNW Private Client...

A Tax Portfolio Manager opportunity has arisen at a reputable firm in Exeter, perfect for a CTA Qualified professional looking for the next step up in their career. The role offers an excellent work-life balance and flexibility to support your personal growth.The ideal candidate will have significant experience in managing a diverse private client tax...

Private Client Tax Expert Job Description:We are seeking a highly skilled Private Client Tax Expert to join our private client tax team. As a key member of the team, you will be responsible for managing a compliance portfolio predominantly involving high net worth individuals (HNWI), trusts, and estates. Your primary role will be to effectively communicate...

Job Title: Private Client SolicitorTrowers & Hamlins LLP, a leading City-led law firm, seeks an experienced private client solicitor to join our Exeter office. The successful candidate will provide high-quality legal services to clients, including estate and asset protection planning, drafting wills and probate administration. This role offers excellent...

Taylor Rose Recruitment Ltd is seeking a Senior Tax Consultant to join their team in Exeter.This is an exciting opportunity for a Chartered Tax Advisor (CTA) to advance their career and achieve a better work-life balance.The successful candidate will have the ability to manage a diverse portfolio of high-net-worth individuals (HNWIs) and provide expert tax...

About the PositionWe are looking for an experienced Client Portfolio Executive to join our team in Exeter.Job Summary:This is a challenging opportunity to manage a diverse portfolio of clients and develop strong relationships with key stakeholders.Key Responsibilities:Client Portfolio Management: Oversee a portfolio of clients and ensure their needs are...

Trust Tax Manager OpportunityA HNWI Portfolio Manager is needed for a top-tier firm in Exeter. As a key member of our private client and trust tax team, you will be responsible for advising clients on complex tax matters and managing a wide-ranging portfolio of trust cases. You will also be involved in tax planning project work across inheritance tax, CGT,...

About the RoleWe are seeking a Private Client Tax Manager to join our client's team in Exeter. This opportunity has arisen due to growth and expansion within their highly reputable firm.As a CTA Personal Tax professional, you will be working with an impressive client portfolio including High Net Worth Individuals (HNWIs) and providing tax advisory...

Tax Specialist Opportunity in ExeterTaylor Rose Recruitment Ltd is pleased to present a challenging and rewarding opportunity for a CTA Personal Tax professional looking to advance their career. This role will involve managing a diverse portfolio of private clients, including HNWIs, Trusts & Estates, and business owners.About the RoleThis position requires...

Diverse Private Client Tax Portfolio OpportunityWe are seeking a highly skilled tax professional to manage a diverse portfolio of private clients, including HNWIs, Trusts & Estates, and business owners. The successful candidate will have significant expertise in personal tax compliance, tax planning, and advisory work.About the Job DescriptionThis role...

We are seeking an experienced Private Client Manager to lead and manage a high-performing team in the South-West area of England. As a key member of our company, you will be responsible for driving business growth and delivering exceptional client experiences.Key responsibilities include:Leading a team of financial consultants to ensure full support is given...

About the Role: We are seeking a highly skilled Private Client Trust and Tax Manager to join our team. The successful candidate will have experience in managing a compliance portfolio predominantly involving HNWI's, trusts and estates.Main Responsibilities:Manage a compliance portfolio involving high net worth individuals, trusts and estates.Serve as the...

We are seeking a highly skilled Accounting Solutions Leader to join our team at ProTalent Limited in Central Exeter.This role will play a key part in managing a portfolio of clients, delivering high-quality financial services, and ensuring the satisfaction of our clients. As an Accounts Manager, you will oversee a range of financial services, handle...

Taylor Rose Recruitment is seeking a skilled Private Client Tax Professional to join their team in Exeter. As a Senior Manager, you will work with an impressive client portfolio, including HNWIs, Trusts & Estates, and business owners, providing tax planning, compliance, and advisory services. A competitive salary of £70,000 - £90,000 per annum, plus a...

HNWI Compliance Portfolio Manager Job Summary:We are looking for an experienced HNWI Compliance Portfolio Manager to join our private client tax team. As a highly skilled professional, you will manage a compliance portfolio primarily consisting of high net worth individuals (HNWI), trusts, and estates. Your primary responsibility will be to effectively...