Private Client Tax Portfolio Manager

1 month ago


Crawley, West Sussex, United Kingdom Taylor Rose Recruitment Ltd Full time

Job Title: Private Client Tax Manager

Job Description:

We are seeking a highly skilled Private Client Tax Manager to join our team at Taylor Rose Recruitment Ltd. As a key member of our team, you will be responsible for managing a diverse private client tax portfolio, identifying tax planning opportunities, and providing expert advice on Capital Gains, Property tax, and Inheritance tax.

Main Responsibilities:

  • Manage a diverse private client tax portfolio, ensuring timely and accurate tax compliance.
  • Identify and explore tax planning opportunities to minimize clients' tax liabilities.
  • Provide expert advice on Capital Gains, Property tax, and Inheritance tax to clients.
  • Lead client meetings and build strong relationships with clients to deliver exceptional service.
  • Mentor junior staff to develop their skills and expertise in private client tax.

Requirements:

  • CTA Qualified with significant experience in managing private client tax portfolios.
  • Excellent communication and interpersonal skills to build strong relationships with clients and colleagues.
  • Ability to work effectively in a team environment and provide mentorship to junior staff.
  • UK Resident with a thorough understanding of UK tax laws and regulations.

Benefits:

  • Opportunity to work with a reputable recruitment agency, Taylor Rose Recruitment Ltd.
  • Flexible working arrangements, including hybrid working options.
  • Competitive salary and benefits package, including paid overtime and generous holiday entitlement.

Location: Chichester

Industry: Accounting

Level: Manager/Senior Manager

Salary: Fantastic remuneration & benefits package

Work Life Balance: Excellent

Job Type: Full-time/Part-time



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