Job Description
Tax Specialists Taylor Rose Recruitment have been instructed on a Private Client Tax Manager opportunity on behalf of our client, a leading firm of Chartered Accountants in Central Leeds.
Perfect for a CTA Personal Tax professional looking for the next step up in their career with an excellent work/life balance.
Will be working with an entrepreneurial client portfolio (including HNWIs, Directors, Trusts & Estates) involving a mixture of compliance, tax planning and ad hoc advisory work.
Fantastic remuneration & benefits package, manager bonus, lots of flexibility including the option of WFH 3 days a week, and a personal progression plan.
The Role:
1. Managing a diverse private client tax portfolio
2. Identifying tax planning opportunities
3. Review of tax compliance
4. Provision of advice in areas such as Capital Gains, Trusts & Estates, Property tax & Inheritance tax
5. Managing/ supporting the successful delivery of ad hoc tax projects
6. Mentoring junior staff
7. Leading client meetings
8. Building and maintaining strong client relationships.
Benefits:
1. Company & Manager bonus
2. Hybrid arrangement (option of WFH 3 days a week)
3. 35 Hour Working week
4. Flexible Working (core hours 10am 4pm)
5. Option to Buy/ Sell Holiday
6. Part time considered
7. Generous Pension
8. Cycle to work scheme
9. Social events
You:
1. CTA Qualified
2. ATT/ CTA PQ also considered
3. Ideally experience of working with HNWIs, Trusts and Estates
4. Significant UK private client/ personal tax expertise
5. Excellent communication skills
6. UK Resident
If this vacancy doesn't tick the boxes, do get in touch to discuss alternatives.
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