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    Private Client Tax Manager - Truro, United Kingdom - Taylor Rose Recruitment Ltd

    Taylor Rose Recruitment Ltd
    Taylor Rose Recruitment Ltd Truro, United Kingdom

    6 hours ago

    Default job background
    Administrative
    Description

    Tax Specialists Taylor Rose Recruitment have been instructed on a Private Client Tax Manager or Senior Manager opportunity on behalf of our client a highly reputable firm in Truro, Cornwall.


    Perfect for a CTA Qualified Private Client Tax professional looking for a varied role, lots of flexibility and an excellent work life balance.


    You will be working with an impressive client portfolio including HNWIs, Trusts & Estates and business owners involving a mix of tax planning, compliance, ad hoc advisory work and regular client liaision.

    Excellent remuneration & benefits package, option of WFH 2/3 days a week and a personal progression plan.

    Part time considered, more info can be seen below:


    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.


    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


    Benefits:
    Private Health insurance
    Option of WFH 3 days a week
    Flexible hours
    Company bonus scheme
    WFH allowance
    Option to buy/ sell holiday
    Optional benefits
    Generous holiday
    Part time considered

    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.

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