Due to continued growth, Tax Specialists Taylor Rose Recruitment have been instructed on a Private Client Tax Manager opportunity on behalf of our client in Southampton.
This role is perfect for a ATT/ CTA Qualified individual looking for professional development, develop their advisory skills and a fantastic work life balance.
Will be working with an impressive client portfolio including HNWIs, Business Owners, Trusts, Estates, Non UK residents and Directors, providing compliance and advisory services.
You will be mentored by the Tax Partners, take a lead on ad-hoc specialist advisory projects, have regular client meetings and occasional business development activities.
There is a genuine pathway and mentorship programme to Director for the right individual.
Excellent remuneration and benefits package, health insurance, flexible/ hybrid working and paid overtime. Part time hours will be considered.
The Role:
Managing a diverse private client tax portfolio
Identifying tax planning opportunities
Tax Planning
Supporting Partners and leading delivery of ad hoc advisory work
Managing delivery of ad hoc tax projects
Review of tax compliance
Mentoring a team of junior staff
Contributing to winning new work through business development
Leading client meetings
Building and maintaining strong client relationships.
You:
CTA Qualified
CTA PQ/ATT also considered.
UK private client/ personal tax expertise
Experience of managing a portfolio of clients
Compliance & Advisory experience - role can be tailored to suit the individual
Strong communication skills
UK Resident
Benefits include:
Personal Progression Plan (to Director)
Paid overtime
Flexible Hours
Hybrid arrangement
Social events
On site parking
Generous Holiday Entitlement
Part time considered
If this vacancy doesnt 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 & Ireland.
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