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Tax specialists Taylor Rose Recruitment are working with a progressive firm of Chartered Accountants in Stoke-on-Trent who, due to continued growth, are seeking an ambitious Private Client Tax Manager to join their team.
An ideal opportunity for an ATT/ CTA Qualified individual with a strong foundation in personal tax looking for the next step in their career offering an excellent work/ life balance.
You will be working with an impressive client portfolio including involving a mix of tax planning, compliance, ad hoc advisory work, and regular client liaison.
Fantastic remuneration and benefits package, annual bonus, personal progression plan, hybrid working, and lots of flexibility including early finish Fridays.
The Role:
Managing a diverse private client tax portfolioIdentifying tax planning opportunitiesReview of personal tax complianceManaging the delivery of ad hoc tax projectsAdvising clients in areas such as Inheritance Tax, Trusts, Estates and succession planningMentoring junior staffBusiness developmentClient meetingsBuilding and maintaining strong client relationships.
Benefits include:
Hybrid/ Flexible workingAnnual profit shareGenerous holiday entitlementEarly finish on Fridays (2pm)Heath care benefitsEmployee Assistance ProgrammeRegular social eventsOn-site parking
You:
ATT and/ or CTA Qualified (ideally)Experience of managing a portfolio of clientsCompliance & Advisory experienceStrong written and verbal communication skillsUK practice experience is essential
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.
