Tax Specialists Taylor Rose Recruitment have been instructed on a Private Client Tax Senior or Assistant Manager opportunity on behalf of a leading firm of Chartered Accountants in Manchester.
Ideal for a CTA qualified individual looking to progress their career with a firm who pride themselves on work/ life balance, career development, and the delivery of exceptional advisory services.
Working with an impressive client portfolio (HNWIs, UHNWIs, Non Domiciled, Trusts, Family Estates and Entrepreneurs) involving a mixture of advisory, compliance, tax planning, and ad hoc project work.
Fantastic remuneration & benefits package, manager & company bonus, private healthcare, option of WFH 3 days a week, lots of flexibility, and a personal progression plan.
The Role:
Assisting in managing a diverse client portfolio
Identifying tax planning opportunities
Review of tax compliance
Tax planning
Provision of advice in areas such as Capital Gains & Inheritance tax
Managing/ supporting the successful delivery of ad hoc tax projects
Mentoring junior staff
Client meetings
Building strong client relationships.
Benefits Include:
Company & Manager bonus
Hybrid arrangement (option of WFH 3 days a week)
Progression Plan
Private Medical Insurance
Flexible Working (core hours 10am – 4pm)
Option to Buy/ Sell Holiday
Part time considered
Generous Pension
Cycle to work scheme
Part time considered
Social events
You:
CTA Qualified
CTA PQ/ ATT also considered
Ideally experience of working with HNWIs
Significant private client/ personal tax expertise
Excellent communication skills
UK Resident
If this vacancy doesn’t 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.