Taylor Rose Recruitment Ltd | Private Client Tax Manager | Poole

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 advise 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 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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