Private Client Tax Manager
3 weeks ago
Job Opportunity for a Tax Specialist Private Client at Taylor Rose Recruitment Ltd
Taylor 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 personal tax compliance.
Key responsibilities include:
- Managing a diverse private client tax portfolio
- Identifying tax planning opportunities
- Review of personal tax compliance
- Managing the delivery of ad hoc tax projects
- Advising clients in areas such as Inheritance Tax, Trusts, Estates, and succession planning
Benefits include:
- Hybrid/Flexible Working
- 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
We are looking for a candidate with:
- CTA Qualified
- CTA PQ/ATT also considered
- Significant private client/personal tax expertise
- Experience of managing a portfolio of clients
- Compliance & Advisory experience - role can be tailored to suit the individual
Please note that this role can be tailored to suit the individual's experience and expertise.
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