Due to continued growth, 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 Southampton, Hampshire.
Ideal for a CTA Qualified Personal Tax professional seeking a varied role, flexibility and rapid career progression.
This is a direct pathway for the right individual to become Tax Director/ Equity Partner in 1-2 years' time.
You will be allocated a diverse private client portfolio including HNWIs, OMBs, Business Owners, Trusts & Estates and Directors, involving a mix of compliance, tax planning and ad hoc advisory work.
Excellent remuneration and benefits package, annual bonus, flexible/ hybrid working and a personal progression plan (to Partner). Part time/ reduced hours also considered, more info below:
The Role:
Managing a diverse private client tax portfolio
Identifying tax planning opportunities
Managing the successful delivery of ad hoc tax projects
Review of tax compliance
Provision of tax advice in areas such as Inheritance Tax, Trusts, Estates and succession planning
Mentoring junior staff and reviewing their work
Business development
Leading client meetings
Building and maintaining strong client relationships.
You:
CTA Qualified
ATT also considered
STEP would be beneficial
Significant private client/ personal tax expertise
Experience of managing a portfolio of clients
Compliance & Advisory expertise - role can be tailored to suit the individual
Excellent communication skills
Benefits:
Tailored progression plan to Partner
Flexible Hours
Hybrid working arrangement
Buy/sell holiday policy
Modern Office
Flexible work environment
Part time/ reduced hours considered
To find out more, please contact Ed Taylor at Taylor Rose Recruitment. If this vacancy doesn''t tick the boxes, do get in touch to discuss alternatives we are working on roles at all levels. Our client base consists of Top 20, Mid Tier, Regional and Independent firms across the UK.
Taylor Rose is a specialist boutique Recruitment Consultancy operating in the Public Practice industry across the UK. Our client base consists of Top 15/ 20, Mid-Tier, Regional and Independent firms of Chartered Accountants. Assisting professionals at all levels from Semi Seniors through to Senior Managers, Directors and Equity Partners. With comprehensive industry knowledge and an extensive network, we provide bespoke solutions with a highly consultative approach.
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020 3950 2553