Private Client Tax Manager

Tax Specialists Taylor Rose Recruitment are working with a leading firm of Chartered Accountants in Bournemouth who are seeking a Private Client Tax Manager to join their team.

A fantastic opportunity for a CTA Qualified individual looking for the next step up in their career with clear pathways for progression, and an excellent work/ life balance.

Working with an impressive client portfolio (HNWIs, Directors, Partnerships, Trusts & Estates) involving a mixture of compliance, tax planning and ad hoc advisory work.

Outstanding remuneration & benefits package, manager & company bonus, private healthcare, personal progression plan, lots of flexibility, and the option of WFH 3 days a week.

The Role:

Managing a diverse private client tax portfolio
Identifying tax planning opportunities
Review of tax compliance
Provision of advice in areas such as Capital Gains, Trusts & Estates, Property tax & Inheritance tax
Managing/ supporting the successful delivery of ad hoc tax projects
Mentoring junior staff
Leading client meetings
Building and maintaining strong client relationships.

Benefits Include:

Progression plan
Company & Manager bonus
Hybrid arrangement (option of WFH 3 days a week)
35 Hour Working week
Flexible Working (core hours 10am 4pm)
Private medical care
Generous Pension
Cycle to work scheme
Social events
Part time considered

You:

CTA Qualified
ATT/ CTA PQ also considered
Ideally experience of working with HNWIs, Trusts and Estates
Significant UK private client/ personal tax expertise
Excellent communication skills
UK Resident

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.

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