Private Client Tax Manager

Responsibilities

• Managing a diverse private client tax portfolio
• Identifying tax planning opportunities
• Review of tax compliance
• Provision of advice in areas such as Capital Gains, Trusts & Estates, Property tax & Inheritance tax
• Managing/supporting the successful delivery of ad hoc tax projects
• Mentoring junior staff
• Leading client meetings
• Building and maintaining strong client relationships

• CTA Qualified (or ATT/CTAPQ considered)
• Ideally experience of working with HNWIs, Trusts and Estates
• Significant UK private client/personal tax expertise
• Excellent communication skills
• UK Resident

Tax Specialists Taylor Rose Recruitment are working with a leading firm of Chartered Accountants in Bournemouth who are seeking a Private Client Tax Manager to join their team. A fantastic opportunity for a CTA Qualified individual looking for the next step up in their career with clear pathways for progression, and an excellent work/life balance.

Working with an impressive client portfolio (HNWIs, Directors, Partnerships, Trusts & Estates) involving a mixture of compliance, tax planning and ad hoc advisory work.

• Progression plan
• Hybrid arrangement (option of WFH 3 days a week)
• 35 Hour Working week
• Flexible Working (core hours 10am 4pm)
• Private medical care
• Generous Pension
• Cycle to work scheme
• Social events
• Part time considered