Job Description
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 Central Leeds.
Perfect for a CTA Personal Tax professional looking for the next step up in their career with 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 compliance, tax planning, and ad hoc advisory work.
Fantastic remuneration & benefits package, including health insurance, flexible hours, and the option of WFH 3 days a week. Part-time considered. More information 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. 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.
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
Benefits:
1. Private Health insurance
2. Company & Manager bonus
3. Hybrid arrangement (option of WFH 3 days a week)
4. 35 Hour Working week
5. Flexible Working (core hours 10am - 4pm)
6. Option to Buy/Sell Holiday
7. Part-time considered
8. Generous Pension
9. Cycle to work scheme
10. Social events
If this vacancy doesn't tick the boxes, do get in touch to discuss alternatives. We are working on roles at all levels.
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