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Tax Specialist Manager

3 weeks ago

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

Based 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, compliance, advisory services, and client liaison.

A competitive remuneration package, hybrid working arrangement, and personal progression plan are on offer.

Key responsibilities include:

  • Managing a diverse private client tax portfolio
  • Identifying tax planning opportunities
  • Reviewing personal tax compliance
  • Delivering ad hoc tax projects
  • Advising clients on Inheritance Tax, Trusts, Estates, and succession planning
  • Mentoring junior staff
  • Business development
  • Client meetings
  • Buidling strong client relationships

The ideal candidate will have:

  • CTA qualification (CTA PQ/ ATT considered)
  • Significant private client/personal tax expertise
  • Experience in managing a portfolio of clients
  • Compliance and advisory experience
  • Excellent communication skills

We estimate the salary for this position to be around £60,000 - £80,000 per annum.