Job Description
Tax specialists Taylor Rose Recruitment have been instructed on a fantastic Private Client Tax Manager or Senior Manager opportunity on behalf of our client, a progressive firm of Chartered Accountants in Poole. Perfect for a CTA Personal Tax professional looking for the next step up in their career, with lots of flexibility, and an excellent work/life balance. You will be working with an entrepreneurial client portfolio with a focus on HNWIs, Directors, Trusts & Estates involving a mixture of tax planning, compliance and ad hoc advisory work. Excellent remuneration & extensive benefits package, hybrid & flexible working, and personal progression plan. Part time also considered. The Role: Managing a diverse private client tax portfolio Identifying tax planning opportunities Tax planning 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: Private Health insurance Hybrid arrangement Flexible Working Option to Buy/Sell Holiday Part time considered Generous Pension Cycle to work scheme Regular social events Modern office environment You: CTA Qualified CTA PQ/ATT Qualified also considered Ideally experience of working with HNWIs, Trusts and Estates Significant private client/personal tax expertise Excellent communication skills UK Resident
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Tax specialists Taylor Rose Recruitment have been instructed on a fantastic Private Client Tax Manager or Senior Manager opportunity on behalf of our client, a progressive firm of Chartered Accountants in Poole. Perfect for a CTA Personal Tax professional looking for the next step up in their career, with lots of flexibility, and an excellent work/life balance. You will be working with an entrepreneurial client portfolio with a focus on HNWIs, Directors, Trusts & Estates involving a mixture of tax planning, compliance and ad hoc advisory work. Excellent remuneration & extensive benefits package, hybrid & flexible working, and personal progression plan. Part time also considered. The Role: Managing a diverse private client tax portfolio Identifying tax planning opportunities Tax planning 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: Private Health insurance Hybrid arrangement Flexible Working Option to Buy/Sell Holiday Part time considered Generous Pension Cycle to work scheme Regular social events Modern office environment You: CTA Qualified CTA PQ/ATT Qualified also considered Ideally experience of working with HNWIs, Trusts and Estates Significant private client/personal tax expertise Excellent communication skills UK Resident
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