Tax Specialists Taylor Rose Recruitment have been instructed on a Private Client Tax Manager or Senior Manager opportunity on behalf of our client, a progressive firm of Chartered Accountants in St Albans.
Perfect for a CTA Qualified individual seeking the next step up in their career with an excellent work-life balance.
The successful individual will be allocated an impressive client portfolio including HNWIs, Directors, Partnerships, Trusts, and Estates involving a mixture of tax planning, compliance, advisory, and ad hoc project work.
There is genuine scope for the right individual to progress to Tax Director.
Excellent remuneration & benefits package, hybrid/flexible working, private medical insurance, and a personal progression plan. Part-time considered, more info can be seen below:
The Role:
1. Managing a diverse private client tax portfolio
2. Identifying Tax planning opportunities
3. Review of tax compliance
4. Managing the successful delivery of ad hoc tax projects
5. Provision of advice in areas such as Capital Gains tax, Property tax & Inheritance issues
6. Mentoring junior staff
7. Leading client meetings
8. Building and maintaining strong client relationships.
Benefits Include:
1. Progression Plan
2. Hybrid arrangement
3. Flexible Working
4. Option to Buy/ Sell Holiday
5. Health Cash Plan
6. 28 Days Holiday + BH
7. Enhanced maternity/ paternity leave
8. Cycle to work scheme
9. Social events
10. Part time considered
You:
1. CTA Qualified
2. ATT/ CTA PQ also considered
3. Personal tax compliance and advisory experience
4. Experienced in managing your own portfolio of clients
5. Significant private client/ personal tax expertise
6. Excellent communication skills
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