Private Client Tax Assistant Manager

Tax Specialists Taylor Rose Recruitment have just been instructed on a Private Client Tax Assistant Manager opportunity on behalf of our client, a leading firm of Chartered Accountants in Cardiff.

Perfect for a CTA qualified individual looking for the next step up in their career with continued professional development backed by a supportive and extensive network.

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

Fantastic remuneration & benefits package, private healthcare, option of WFH, lots of flexibility, and a personal progression plan (to Manager/ Senior Manager).

The Role:

Assisting in managing a diverse private client tax portfolio (HNWIs, Directors, Trusts & Estates)

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

Client meetings

Building strong client relationships.

Benefits Include:

Progression plan

Hybrid working arrangement

Flexible hours

Private medical care

Generous holiday entitlement

Option to buy/ sell holidays

Cycle to work scheme

Electric vehicle scheme

Enhanced maternity and paternity pay

Employee Assistance Programme

Social events

Generous Pension

Part time considered

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

If this vacancy doesn't 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.