Tax Specialists Taylor Rose Recruitment have been instructed on a Private Client Tax Manager opportunity on behalf of our client, a leading firm of Chartered Accountants in Bournemouth.
You can get further details about the nature of this opening, and what is expected from applicants, by reading the below.
An excellent opportunity for a CTA Qualified individual looking for the next step up in their career towards becoming Tax Director.
Working with an impressive client portfolio (HNWIs, Directors, Partnerships, Trusts & Estates) involving a mixture of advisory, tax planning, compliance, and ad hoc project work.
Outstanding remuneration & benefits package, manager & company bonus, private healthcare, personal progression plan, lots of flexibility including the option of WFH 3 days a week.
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. xxuwjjq
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