Private Client Tax Manager

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 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.You:CTA QualifiedCTA PQ/ ATT also considered.Significant private client/ personal tax expertiseExperience of managing a portfolio of clientsCompliance & Advisory experience - role can be tailored to suit the individualExcellent communication skillsBenefits:Private Health insuranceOption of WFH 3 days a weekFlexible hoursCompany bonus schemeWFH allowanceOption to buy/ sell holidayOptional benefitsGenerous holidayPart time consideredIf 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.