Private Client Tax Manager

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.

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 doesn't 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.

JBRP1_UKTJ