HNWI Tax Management Specialist

Job Title: HNWI Tax SpecialistWe are seeking a seasoned Private Client Tax Manager or Senior Manager to join our client's Exeter office. As a key member of the team, you will provide high-quality tax advice to a portfolio of High Net Worth Individuals (HNWIs), ensuring their complex financial situations are expertly managed.Key Responsibilities:Deliver...

We 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...

About 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...

HNWI 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...

We 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...

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...

Trust 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,...

Private 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...

A renowned private client and trust tax specialist is needed to manage a diverse portfolio of trust cases and HNWIs based in Exeter.About the Role:You will be responsible for advising on tax planning project work across inheritance tax, CGT, and various other advisory projects. This role provides an ideal opportunity for a tax professional looking to carve a...

We 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...

A 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...

Taylor Rose Recruitment is proud to partner with a highly reputable firm in Exeter to find a skilled Private Client Tax Manager or Senior Manager.This exciting opportunity is perfect for a CTA Personal Tax professional seeking a challenging role that offers flexibility, an excellent work-life balance, and career progression.You will be working with a diverse...

A leading UK-based accountancy practice with an excellent reputation is searching for a Trust Tax Manager to join their team in Exeter.Job Description:Oversee the delivery of trust and personal tax compliance to trust cases and HNWIsLead the delivery of wide-ranging tax planning and project work across IHT, CGT, and other tax advisory workRequirements:CTA /...

Job 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...

Job 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...

Job Title: Senior Personal Tax ManagerTaylor Rose Recruitment Ltd is proud to present this exciting opportunity for a Private Client Tax Manager or Senior Manager to join our client's Exeter office. As a senior member of the team, you will lead the delivery of high-quality tax services to a portfolio of High Net Worth Individuals (HNWIs).Key...

Taylor 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...

Role 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...

Job Description: Taylor Rose Recruitment has been instructed on behalf of our client, a well-established firm in Exeter, to find a Senior Manager for their Private Client Tax department. The successful candidate will be responsible for managing a portfolio of private client tax cases, including HNWIs, Trusts & Estates, and business owners. A key focus will...

We are seeking a highly skilled and motivated Tax Specialist to join our client, a reputable Private Client Tax firm in Exeter.This exciting opportunity is perfect for a CTA Personal Tax professional looking to advance their career and achieve a better work-life balance.The successful candidate will have the flexibility to manage a diverse portfolio of...