Private Client Tax Manager

3 weeks ago


Exeter, United Kingdom Taylor Rose Recruitment Full time

Tax Specialists Taylor Rose Recruitment have been instructed on a Private Client Tax Manager or Senior Manager opportunity on behalf of our client, a highly reputable firm in Exeter.
Perfect for a CTA Personal Tax professional looking for the next step up in their career, lots of flexibility, and an excellent work/ life balance.
You will be working with an impressive client portfolio including HNWIs, Trusts & Estates and business owners involving a mix of tax planning, compliance, ad hoc advisory work, and regular client liaison.
Excellent remuneration & extensive benefits package, hybrid/ flexible working arrangement, and a personal progression plan.
Part time hours also considered.
The Role: Managing a diverse private client tax portfolio Identifying tax planning opportunities Review of personal tax compliance Managing the delivery of ad hoc tax projects Advising clients in areas such as Inheritance Tax, Trusts, Estates and succession planning Mentoring junior staff Business development Client meetings Building and maintaining strong client relationships.



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