Tax Specialists Taylor Rose Recruitment are working with a forward-thinking firm of Chartered Accountants in Coventry who are seeking a Private Client Tax Manager to join their team. Ideal for a CTA Qualified individual looking for the next step up in their career with an excellent work/ life balance. You will be working with an impressive client portfolio (HNWIs, Trusts & Estates and business owners) involving a mix of tax planning, compliance, ad hoc advisory work, and regular client liaison. Fantastic remuneration & benefits package, hybrid & flexible working, regular social events, generous holiday entitlement, and a personal progression plan (to Director). More info below: 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. Benefits Include: Hybrid/ Flexible Working Structured career development plan Generous holiday entitlement Health care benefits Employee wellbeing programme Modern working environment Regular social events You: CTA Qualified CTA PQ/ ATT also considered. Significant private client/ personal tax expertise Experience of managing a portfolio of clients Compliance & Advisory experience - role can be tailored to suit the individual Excellent communication skills If this vacancy doesn't tick the boxes, do get in touch to discuss alternatives. Our client base consists of Top 20, Mid Tier, Regional and Independent firms across the UK.
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