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Private client tax manager

High Wycombe
Permanent
Taylor Rose Recruitment
Tax manager
Posted: 20h ago
Offer description

We have just been instructed on a fantastic Private Client Tax Assistant Manager or Manager opportunity on behalf of a leading firm in Buckinghamshire.

Perfect for an ATT/ CTA qualified individual looking for the next step up in their career with an excellent work life balance.

Working with an impressive and entrepreneurial private client portfolio involving a mixture of compliance, tax planning, advisory and ad hoc project work.

Excellent remuneration & benefits package, manager & company bonus, private medical insurance, option of WFH, lots of flexibility and a personal progression plan.

Part time considered, more information below:

The Role:

Managing a diverse private client tax portfolio
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
Clent meetings
Building strong client relationships.

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

Benefits:

Company & Manager bonus
Hybrid arrangement (option of WFH 3 days a week)
Private...

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