Private Client Tax Manager

3 weeks ago


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

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:

  1. Managing a diverse private client tax portfolio
  2. Identifying tax planning opportunities
  3. Review of personal tax compliance
  4. Managing the delivery of ad hoc tax projects
  5. Advising clients in areas such as Inheritance Tax, Trusts, Estates, and succession planning

Benefits include:

  1. Hybrid/Flexible Working
  2. Health Cash Plan
  3. Generous holiday entitlement
  4. The option to buy/sell holidays
  5. Cycle to work scheme
  6. Employee wellbeing programme
  7. Modern working environment
  8. Regular social events

We are looking for a candidate with:

  1. CTA Qualified
  2. CTA PQ/ATT also considered
  3. Significant private client/personal tax expertise
  4. Experience of managing a portfolio of clients
  5. 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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