Tax specialists Taylor Rose Recruitment have been instructed on a Private Client Tax Senior Manager opportunity on behalf of our client, a leading firm of Chartered Accountants in St Albans.
Ideal for a CTA Qualified individual specialising in personal tax looking for the next step up in their career on a pathway to Director.
Working with an interesting and varied client portfolio (HNWIs, Directors, Partnerships & Trusts) involving a mixture of tax planning, advisory, compliance, and ad hoc project work.
Fantastic remuneration & extensive benefits package, hybrid/ flexible working, 28 days holiday + BH, and a personal progression plan (to Director). Part time also considered.
The Role:
Managing a diverse private client tax portfolio
Identifying tax planning opportunities
Review of tax compliance
Managing the successful delivery of ad hoc tax projects
Provision of advice in areas such as Capital Gains tax, Property tax & Inheritance issues
Mentoring junior staff
Leading client meetings
Building and maintaining strong client relationships.
Benefits Include:
Progression Plan
Hybrid arrangement
Flexible Working
Option to Buy/ Sell Holiday
Health Cash Plan
28 Days Holiday + BH
The option to buy/ sell holidays
Enhanced maternity/ paternity leave
Cycle to work scheme
Social events
Part time considered
You:
CTA Qualified
Personal tax compliance and advisory experience
Experienced in managing your own portfolio of clients
Significant private client/ personal tax expertise
Excellent communication skills
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.