Job Description
Tax specialists Taylor Rose Recruitment have been instructed on a fantastic Private Client Tax Manager or Senior Manager opportunity on behalf of our client, a progressive firm of Chartered Accountants in Poole.
Perfect for a CTA Personal Tax professional looking for the next step up in their career, with lots of flexibility and an excellent work/life balance.
You will be working with an entrepreneurial client portfolio with a focus on HNWIs, Directors, Trusts & Estates involving a mixture of tax planning, compliance, and ad hoc advisory work.
Excellent remuneration & extensive benefits package, hybrid & flexible working, and personal progression plan. Part-time also considered.
The Role:
1. Managing a diverse private client tax portfolio
2. Identifying tax planning opportunities
3. Tax planning
4. Review of tax compliance
5. Provision of advice in areas such as Capital Gains, Trusts & Estates, Property tax & Inheritance tax
6. Managing/supporting the successful delivery of ad hoc tax projects
7. Mentoring junior staff
8. Leading client meetings
9. Building and maintaining strong client relationships
Benefits:
1. Private Health insurance
2. Hybrid arrangement
3. Flexible Working
4. Option to Buy/Sell Holiday
5. Part-time considered
6. Generous Pension
7. Cycle to work scheme
8. Regular social events
9. Modern office environment
You:
1. CTA Qualified
2. CTA PQ/ATT Qualified also considered
3. Ideally experience of working with HNWIs, Trusts, and Estates
4. Significant private client/personal tax expertise
5. Excellent communication skills
6. UK Resident
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