Tax Specialists Taylor Rose Recruitment have been instructed on a Private Client Tax Assistant Manager opportunity on behalf of our client, a leading firm in Peterborough.
Perfect for a CTA qualified individual looking to progress their career with a firm who pride themselves on work/ life balance, career development, and the delivery of exceptional advisory services.
Working with an interesting client portfolio involving a mixture of advisory, compliance, tax planning, and ad hoc project work (the compliance and advisory split can be tailored to the individual).
Fantastic remuneration & benefits package, manager & company bonus, personal progression plan, private healthcare, and hybrid/ flexible working (WFH up to 3 days per week).
The Role:
Assisting in managing a diverse private client tax portfolio (HNWIs, Directors, Trusts & Estates)
Identifying tax planning opportunities
Review of tax compliance
Tax planning
Provision of advice in areas such as Capital Gains & Inheritance tax
Managing/ supporting the successful delivery of ad hoc tax projects
Mentoring junior staff
Client meetings
Building strong client relationships.
Benefits Include:
Company & Manager bonus
Hybrid arrangement (option of WFH 3 days a week)
Progression Plan
Private Medical Insurance
Flexible Working (core hours 10am - 4pm)
Option to Buy/ Sell Holiday
Part time considered
Generous Pension
Cycle to work scheme
Part time considered
Social events
You:
CTA Qualified
CTA PQ/ ATT also considered
Ideally experience of working with HNWIs
Significant private client/ personal tax expertise
Excellent communication skills
UK 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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