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Tax portfolio specialist

Hull
beBee Careers
Posted: 16 June
Offer description

**Private Client Tax Manager Role Overview**


As a seasoned professional in private client tax, you will play a pivotal role in shaping the financial futures of our clients. This position requires an individual with expertise in managing diverse tax portfolios, identifying opportunities for growth, and providing exceptional advisory services.

Key Responsibilities:

* Manage a portfolio of private clients, ensuring their tax needs are met and exceeded.
* Develop and implement personalized tax plans, leveraging your knowledge of capital gains, property tax, and inheritance tax.
* Collaborate with junior staff to ensure seamless delivery of projects and provide mentorship to enhance their skills.
* Foster strong relationships with clients through regular meetings and open communication.

Benefits and Work-Life Balance:

* Flexible working hours, allowing for a better work-life balance.
* A comprehensive benefits package, including generous holiday entitlement and modern office environment.
* Paid overtime/TOIL and opportunities for career advancement.

Requirements:

* CTA qualification (or ATT PQ/ATT qualification considered).
* Significant experience in private client/personal tax and portfolio management.
* Excellent communication and interpersonal skills.
* UK residency.

Contact Information:

If this opportunity does not align with your current goals, please feel free to reach out to discuss alternative roles that may be a better fit for your aspirations.

Our organization caters to various industries across the UK, offering a range of roles at different levels.

Job Details:

* Type: Full-time/Part-time/Permanent.
* Salary: £50,000 - £65,000 per annum.
* Location: Hybrid remote in Kingston upon Hull HU1.

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