HNWI Tax Manager
3 weeks ago
Taylor Rose Recruitment Ltd is seeking a highly skilled Private Client Tax Manager to join their team in Exeter. This is an excellent opportunity for a CTA Personal Tax professional to take the next step in their career and work with a diverse portfolio of high net worth individuals (HNWIs), trusts and estates, and business owners.
You will be responsible for managing a diverse private client tax portfolio, identifying tax planning opportunities, reviewing personal tax compliance, and managing the delivery of ad-hoc tax projects. Additionally, you will advise clients on inheritance tax, trusts, estates, and succession planning, as well as building and maintaining strong client relationships.
The estimated salary for this role is around £65,000 - £85,000 per annum, based on experience and location. In addition to a competitive salary, you can expect an extensive benefits package, including hybrid/flexible working arrangements, health cash plan, generous holiday entitlement, and modern working environment.
This role offers a great work-life balance, making it an ideal opportunity for those seeking a fulfilling career in tax planning and management.
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HNWI Trust Manager
4 weeks ago
Exeter, Devon, United Kingdom Creative Tax Recruitment Full timeAbout the Role:We are seeking an experienced Tax Professional Lead to join our team at Creative Tax Recruitment. As the Private Client Trust and Tax Manager, you will play a crucial role in managing a compliance portfolio, serving as the main point of contact for clients, and driving the delivery of one-off advisory and compliance assignments.Key...
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HNWI Compliance Portfolio Manager
4 weeks ago
Exeter, Devon, United Kingdom Creative Tax Recruitment Full timeHNWI 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...
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HNWI Tax Specialist
4 weeks ago
Exeter, Devon, United Kingdom Taylor Rose Recruitment Full timeWe are looking for a highly skilled HNWI Tax Specialist to join our team in Exeter. As a Senior Tax Planning Manager, you will work with a diverse range of clients, including HNWIs, Trusts & Estates, and business owners, providing tax planning, compliance, and advisory services. A salary of £65,000 - £85,000 per annum, plus a range of benefits, including...
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HNWI Tax Advisor
3 weeks ago
Exeter, Devon, United Kingdom Taylor Rose Recruitment Ltd Full timeWe are currently looking for an accomplished HNWI Tax Advisor to join our team in Exeter.The successful candidate will be responsible for providing personalized tax guidance to high-net-worth individuals (HNWIs), ensuring seamless compliance with all relevant tax laws and regulations.To excel in this role, candidates must possess excellent communication and...
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HNWI Portfolio Manager
2 months ago
Exeter, Devon, United Kingdom Michael Page (UK) Full timeTrust 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,...
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Private Client Tax Expert
4 weeks ago
Exeter, Devon, United Kingdom Creative Tax Recruitment Full timePrivate 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...
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HNWI Wealth Specialist
1 week ago
Exeter, Devon, United Kingdom Taylor Rose Recruitment Ltd Full timePersonal Tax SpecialistWe are searching for a highly skilled Personal Tax Specialist to join our client's team in Exeter.You will be responsible for managing complex tax cases, providing expert advice to HNWIs, and ensuring compliance with tax regulations.This role offers the chance to advance your career, developing your skills and knowledge in personal...
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Senior Tax Professional
2 weeks ago
Exeter, Devon, United Kingdom Clark Wood - Tax Recruitment Full timeJob DescriptionClark Wood - Tax Recruitment is currently working with a highly reputable firm of accountants who are seeking a Personal Tax Semi Senior to join their team in Exeter. The successful candidate will be responsible for working with a wide variety of personal tax clients, including HNWIs, company directors, and sole traders.The role will involve...
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Accounting and Tax Expert
3 weeks ago
Exeter, Devon, United Kingdom Clark Wood - Tax Recruitment Full timeA leading Recruitment Consultancy is working with a highly reputable firm of accountants to recruit an ambitious Personal Tax Assistant / Semi Senior to join their team in Exeter.About the RoleYour role will involve working with a wide variety of personal tax clients including HNWIs, company directors and sole traders for whom you will be responsible for...
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Tax Professional Lead
4 weeks ago
Exeter, Devon, United Kingdom Creative Tax Recruitment Full timeJob Overview:The Private Client Trust and Tax Manager role at Creative Tax Recruitment offers a unique opportunity to make a significant impact on the strategic direction and development of trust and estate services.This is an excellent chance for you to work with high net-worth clients and professional advisors in a client-facing capacity, while driving the...
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Private Client Trust and Tax Expert
2 weeks ago
Exeter, Devon, United Kingdom Creative Tax Recruitment Full timeAbout 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...
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Trust and Estate Services Manager
4 weeks ago
Exeter, Devon, United Kingdom Creative Tax Recruitment Full timeJob Title: Trust and Estate Services ManagerCompany Overview: Our client is a top-ranked mid-tier firm providing exceptional opportunities for professionals to grow their careers.Salary: £60,000 - £80,000 per annum, depending on experience.Job Description:We are seeking a skilled Trust and Estate Services Manager to join our private client tax team. As a...
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Tax Consultant Leader
3 weeks ago
Exeter, Devon, United Kingdom Taylor Rose Recruitment Ltd Full timeTaylor Rose Recruitment Ltd is pleased to instruct a Private Client Tax Manager or Senior Manager opportunity on behalf of our client, a highly reputable firm in the region.This role is perfect for a CTA Personal Tax professional looking for their next step up in their career. The position offers flexibility and an excellent work-life balance.You will be...
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Private Client Tax Lead
3 weeks ago
Exeter, Devon, United Kingdom Taylor Rose Recruitment Ltd Full timeWe are seeking an exceptional HNWI Tax Management Specialist to join our team and lead the delivery of high-quality tax services to our esteemed clients.In this role, you will have the opportunity to work closely with experienced tax professionals and leverage your skills to drive business growth.Your key responsibilities will include:Developing and...
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Compliance Portfolio Director
4 weeks ago
Exeter, Devon, United Kingdom Creative Tax Recruitment Full timeRole Summary:Creative Tax Recruitment seeks an experienced Compliance Portfolio Director to manage a portfolio of high net worth individuals (HNWI's), trusts, and estates. As the Private Client Trust and Tax Manager, you will be responsible for communicating complex tax technical information to clients and stakeholders, delivering high-quality advisory and...
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Personal Finance Manager
1 week ago
Exeter, Devon, United Kingdom Clark Wood - Tax Recruitment Full timeJob Title: Personal Finance ManagerA reputable firm of accountants in Exeter seeks a personal finance manager to provide expert personal tax services to clients including HNWIs, company directors, and sole traders.Key ResponsibilitiesPreparing and reviewing personal tax computations and returnsManaging client portfolios and ensuring compliance work is...
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HNWI Tax Management Specialist
3 weeks ago
Exeter, Devon, United Kingdom Taylor Rose Recruitment Ltd Full timeAbout the Role:This exciting opportunity has arisen for a skilled Tax Consultant to lead our team's efforts in managing complex tax cases for private clients.As a seasoned Tax Manager, you will have extensive knowledge of personal taxation and be able to apply this expertise to advise clients on optimal tax planning strategies.Your primary responsibilities...
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Senior Tax Planning Manager
4 weeks ago
Exeter, Devon, United Kingdom Taylor Rose Recruitment Full timeSeeking a Senior Tax Planning Manager for a prestigious firm in Exeter. The ideal candidate will have experience in tax planning, compliance, and advisory work for HNWIs, Trusts & Estates, and business owners. Competitive salary: £60,000 - £80,000 per annum, flexible working arrangement, and a personal progression plan are offered.Managing a diverse...
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Tax Specialist Manager
2 weeks ago
Exeter, Devon, United Kingdom Taylor Rose Recruitment Ltd Full timeBased in Exeter, we are looking for a Tax Specialist Manager to join our team at a highly reputable firm.This is an excellent opportunity for a CTA Personal Tax professional seeking career advancement with a great work-life balance.The role involves managing a diverse portfolio of HNWIs, Trusts & Estates, and business owners, providing tax planning,...
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Tax Manager Lead
2 weeks ago
Exeter, Devon, United Kingdom Michael Page (UK) Full timeRole OverviewAs a Senior Tax Advisor with Michael Page (UK), you will play a pivotal role in managing a wide-ranging portfolio of personal tax cases and overseeing the team's work. This is an excellent opportunity for a seasoned tax professional to carve a key position advising clients on various tax planning projects, including remuneration planning,...