Private Client Tax Manager

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 Truro, Cornwall.

Perfect for a CTA Qualified Private Client Tax professional looking for a varied role, lots of flexibility and an excellent work life balance.

You will be working with an impressive client portfolio including HNWIs, Trusts & Estates and business owners involving a mix of tax planning, compliance, ad hoc advisory work and regular client liaision.

Excellent remuneration & benefits package, option of WFH 2/3 days a week and a personal progression plan. Part time considered, more info can be seen below:

The Role:

Managing a diverse private client tax portfolio
Identifying tax planning opportunities
Review of personal tax compliance
Managing the delivery of ad hoc tax projects
Advising clients in areas such as Inheritance Tax, Trusts, Estates and succession planning
Mentoring junior staff
Business development
Client meetings
Building and maintaining strong client relationships.

You:

CTA Qualified
CTA PQ/ ATT also considered.
Significant private client/ personal tax expertise
Experience of managing a portfolio of clients
Compliance & Advisory experience - role can be tailored to suit the individual
Excellent communication skills

Benefits:

Private Health insurance
Option of WFH 3 days a week
Flexible hours
Company bonus scheme
WFH allowance
Option to buy/ sell holiday
Optional benefits
Generous holiday
Part time considered

If this vacancy doesn''t tick the boxes, do get in touch to discuss alternatives. Our client base consists of Top 20, Mid Tier, Regional and Independent firms across the UK.