Private Client Tax Manager

Tax specialists Taylor Rose Recruitment are working with a leading firm of Chartered Accountants in Edinburgh who are seeking a Private Client Tax Manager to join their team.
Perfect for a CTA Qualified Personal Tax Assistant Manager looking for the next step up in their career, or Manager looking for an excellent work/ life balance.
Working with an impressive client portfolio including HNWIs, Directors, Trusts & Estates, involving a mixture of advisory, tax planning, compliance, and ad hoc project work.
Fantastic remuneration & benefits package, manager & company bonus, private healthcare, lots of flexibility, the option of WFH 3 days a week, and personal progression plan (to Director).

The Role:

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.
Benefits include:
Progression plan      Company & Manager bonus      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
You:
CTA Qualified      ATT/ CTA PQ also considered      Ideally experience of working with HNWIs, Trusts and Estates      Significant UK private client/ personal tax expertise      Excellent communication skills      UK Resident

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.