Private Client Tax Assistant Manager

Tax Specialists Taylor Rose Recruitment have just been instructed on a fantastic Private Client Tax Senior or Assistant Manager opportunity on behalf of our client, a forward thinking firm in Peterborough.

Perfect for an ATT/ CTA qualified individual looking for the next step up in their career with an excellent work life balance.

Working with an impressive and entrepreneurial private client portfolio involving a mixture of compliance, tax planning, advisory and ad hoc project work.

Our client can assist with any ATT/ CTA study clawback fees.

Fantastic remuneration & benefits package, manager & company bonus, private medical insurance, option of WFH, lots of flexibility and a personal progression plan.

Part time considered, more information below:

The Role:

Managing a diverse private client tax portfolio
Identifying tax planning opportunities
Preparation / review of tax compliance
Tax planning
Tax advisory work
Provision of advice in areas such as Capital Gains & Inheritance tax
Managing/ supporting the successful delivery of ad hoc tax projects
Mentoring junior staff
Clent meetings
Building strong client relationships.

You:

CTA Qualified (ideally)
CTA PQ/ ATT also considered
Ideally experience of working with HNWIs
Significant private client/ personal tax expertise
Excellent communication skills
UK Resident

Benefits:

Company & Manager bonus
Hybrid arrangement (option of WFH 3 days a week)
Private Medical Insurance
Flexible Working (core hours 10am - 4pm)
Option to Buy/ Sell Holiday
Part time considered
Good transport links (close to station)
Generous Pension
Cycle to work scheme
Part time considered
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. Our client base consists of Top 20, Mid Tier, Regional and Independent firms across the UK & Ireland.