Job Description
Tax Specialists Taylor Rose Recruitment have just been instructed on a Private Client Tax Assistant Manager opportunity on behalf of our client, a leading firm of Chartered Accountants in Cardiff.
Perfect for a CTA qualified individual looking for the next step up in their career with continued professional development backed by a supportive and extensive network.
Working with an impressive client portfolio involving a mixture of advisory, compliance, tax planning, and ad hoc project work.
Fantastic remuneration & benefits package, private healthcare, option of WFH, lots of flexibility, and a personal progression plan (to Manager/ Senior Manager).
The Role:
Assisting in managing a diverse private client tax portfolio (HNWIs, Directors, Trusts & Estates)Identifying tax planning opportunitiesReview of tax complianceTax planningProvision of advice in areas such as Capital Gains & Inheritance taxManaging/ supporting the successful delivery of ad hoc tax projectsMentoring junior staffClient meetingsBuilding strong client relationships.
Benefits Include:
Progression planHybrid working arrangementFlexible hoursPrivate medical careGenerous holiday entitlementOption to buy/ sell holidaysCycle to work schemeElectric vehicle schemeEnhanced maternity and paternity payEmployee Assistance ProgrammeSocial eventsGenerous PensionPart time considered
You:
CTA QualifiedCTA PQ/ ATT also consideredIdeally experience of working with HNWIsSignificant private client/ personal tax expertiseExcellent communication skillsUK Resident
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.
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