Private Client Tax Manager

We 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.

Ideal for a CTA Qualified Private Client Tax professional seeking a varied role, flexibility and huge scope for career progression.

You will be allocated a diverse private client portfolio including HNWIs, OMBs, Trusts & Estates and Directors, involving a mix of compliance, tax planning and ad hoc advisory project work.

Excellent remuneration and benefits package (see below), annual bonus, flexible/ hybrid working and a personal progression plan. Part time also considered.

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
Contributing to winning new work through business development & tenders
Leading client meetings
Building and maintaining strong client relationships.

You:

CTA Qualified
STEP would be beneficial
Significant private client/ personal tax experience
Experience of managing a portfolio of private clients
Compliance & Advisory expertise - role can be tailored to suit the individual
Excellent communication skills

Benefits:

Company Bonus
Private health insurance
Option to WFH 3 days a week
Tailored progression plan
Flexible working options
Buy/sell holiday policy
Annual payrise and appraisals
Part time 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.