Tax Specialists Taylor Rose Recruitment are working with a leading firm of Chartered Accountants in Central Birmingham who are recruiting for a Private Client Tax Manager to join their team.
Perfect for an ACA and/or CTA qualified Personal Tax Assistant Manager looking to advance their career, or Manager seeking an excellent work/ life balance.
Working with an interesting and diverse private client portfolio involving a mixture of advisory, compliance, tax planning and ad hoc project work.
Excellent remuneration & benefits package, private healthcare, lots of flexibility, option of WFH, and a personal progression plan.
The Role:
Managing a diverse private client tax portfolio
Identifying tax planning opportunities
Review of tax compliance
Provision of advice 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 include:
Personal progression plan
Hybrid/ flexible working
Healthcare cover
Generous holiday allowance
Cycle to work scheme
Generous pension contribution
Employee assistance programme
Enhanced maternity/ paternity leave
Retail discounts
Regular staff social events
Central location/ excellent transport links
You:
CTA Qualified
ATT/ CTA PQ also considered
Ideally experience of working with HNWIs, Trusts and Estates
Significant UK 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.