Private Client Tax Manager/ Partner Designate

Posted 5 days ago by We Are SSG Easy Apply

Are you an experienced Private Client Tax professional working in practice, with aspriations for future partnership? If so, this could be the ideal role for you.

Public Practice specialists, Taylor Rose Recruitment have been instructed on a unique opportunity with a highly reputable firm of accountants in Alton who are seeking a Private Client Tax Manager to join their team. The role would suit an experienced Private Client Tax Senior/ Assistant Manager looking to make the step up, or an ambitious Manager with aspirations for future partnership.

Rapid career progression is on offer due to an imminent retirement, and as the role develops the successful individual will be exposed to more complex advisory work.

The ideal candidate will be ATT Qualified or CTA Qualified/ part qualified with strong technical skills and have experience of managing their own portfolio of clients

Our client would consider part time or flexible working hours, as well as CTA study support for the right individual.

The role can be seen in more detail below:


Duties & Responsibilities:

Managing a diverse portfolio of clients
Clients include Directors, Sole Traders, HNWIs and non-domiciled individuals
Compliance and Advisory split is approximately 70:30
Identifying tax planning opportunities
Preparation and review of Personal Tax returns
Assisting the Partner(s) with consulting and advisory work
Dealing with ad-hoc client queries

Requirements:

ATT Qualified / CTA Part Qualified/ Qualified
Strong Personal/ Private client tax experience within a practice environment

To find out more, please contact Ed Taylor at Taylor Rose Recruitment

Required skills

  • Compliance
  • CTA
  • Tax Planning
  • Advisory Work
  • Personal Tax

Reference: 35609663

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