Private Client Tax Manager

3 weeks ago


Manchester, United Kingdom Taylor Rose Recruitment Ltd Full time

Taylor Rose Recruitment Ltd is pleased to announce a Private Client Tax Assistant Manager opportunity at a leading firm of Chartered Accountants in Manchester. This exciting role offers a recently CTA Qualified individual the chance to progress their career with a firm that values work/life balance, career development, and exceptional advisory services.

About the Role

This is an ideal opportunity for a Tax Specialist to join a dynamic team and contribute to the delivery of exceptional advisory services to a diverse client base. The successful candidate will be responsible for managing a portfolio of clients, including HNWIs, Directors, Partnerships, Trusts & Estates, and providing tax planning, compliance, and ad hoc advisory work.

Key Responsibilities:

  1. Managing a diverse portfolio of clients.
  2. Preparing and reviewing Personal Tax returns.
  3. Capital gains tax computations.
  4. Inheritance tax.
  5. Identifying tax planning opportunities.
  6. Liaising with HMRC.

The Ideal Candidate:

  • Must be ATT Qualified/CTA Part Qualified/Qualified.
  • Should have strong Personal/Private client tax experience within a practice environment.
  • Must have experience of managing a client portfolio (ideally).
  • Personal tax compliance proficiency is essential.
  • Strong communication skills are necessary.

What We Offer:

  • A highly competitive salary (£55,000 - £70,000 per annum).
  • Flexible working hours.
  • Hybrid working (WFH up to 3 days a week).
  • Health insurance.
  • Manager & Company bonus.
  • Cycle to work scheme.
  • Optional benefits.
  • 25 Days holiday.
  • Option to buy/sell holidays.

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