Tax Specialists Taylor Rose Recruitment have been instructed on a Private Client Tax Manager opportunity on behalf of our client, a leading firm in Northampton.
Apply promptly! A high volume of applicants is expected for the role as detailed below, do not wait to send your CV.
Ideal for a ATT/ CTA Personal Tax professional seeking the next step up in their career, lots of flexibility, and an excellent work/ life balance.
Working with an varied client portfolio including HNWIs, Trusts & Estates and business owners involving a mix of tax planning, compliance, ad hoc advisory work, and regular client liaison.
Excellent remuneration & extensive benefits package, personal progression plan, private healthcare, company bonus, and a hybrid/ flexible working arrangement.
The Role: Managing a diverse private client tax portfolio Identifying tax planning opportunities Review of personal tax compliance Managing the delivery of ad hoc tax projects Advising clients in areas such as Inheritance Tax, Trusts, Estates and succession planning Mentoring junior staff Business development Client meetings Building and maintaining strong client relationships.
Benefits Include: Progression plan Hybrid/ Flexible Working Private healthcare Annual bonus Generous holiday entitlement The option to buy/ sell holidays Employee wellbeing programme Regular social events Free parking You: CTA Qualified CTA PQ/ ATT also considered.
Significant private client/ personal tax expertise Experience of managing a portfolio of clients Compliance & Advisory experience
- role can be tailored to suit the individual Excellent communication skills If this vacancy doesnt tick the boxes, do get in touch to discuss alternatives.
Our client base consists of Top 20, Mid Tier, Regional and Independent firms across the UK.d02fcfcb-6df4-40ee-95cf-3eb059ce3173