Tax specialists Taylor Rose Recruitment have been instructed on a Private Client Tax Assistant Manager or Manager opportunity on behalf of our client, a leading firm of Chartered Accountants in their Exeter office.
Perfect for a recently CTA Qualified individual looking to progress their career with a firm which prides themselves on work/ life balance, career development, and the delivery of exceptional advisory services.
You will be allocated a diverse private client portfolio including HNWIs, OMBs, Trusts & Estates and Directors, involving a mix of compliance, tax planning and hoc advisory work.
Excellent remuneration & extensive benefits package, and a tailored progression pathway for the right individual to progress to Senior Manger/ Director.
More info can be seen below:
The Role:
Managing a diverse portfolio of clientsCapital gains tax computationsIdentifying tax planning opportunitiesPreparation & review of tax complianceAssisting the Partner(s) with consulting and advisory workMentoring junior staff and reviewing their workContributing to winning new work through business development & tendersLeading client meetingsBuilding and maintaining strong client relationships.Liaising with HMRC.Dealing with client queries
Benefits include:
Hybrid/ Flexible workingCTA study support (if required)Health Cash PlanOption to buy and sell holidaysCycle to work schemeEmployee w...