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 Exeter. Perfect for a CTA Personal Tax professional looking for the next step up in their career, 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 liaison. Excellent remuneration & benefits package, hybrid/ flexible working arrangement, and a personal progression plan. Part time hours also considered. The Role: Managing a diverse private client tax portfolio Identifying tax planning opportunities Review of personal tax compliance Managing the delivery of ad hoc tax projects Advising clients in areas such as Inheritance Tax, Trusts, Estates and succession planning Mentoring junior staff Business development Client meetings Building and maintaining strong client relationships. Benefits Include: Hybrid/ Flexible Working Health Cash Plan Generous holiday entitlement The option to buy/ sell holidays Cycle to work scheme Employee wellbeing programme Modern working environment Regular social events You: CTA Qualified CTA PQ/ ATT also considered. Significant private client/ personal tax expertise Experience of managing a portfolio of clients Compliance & Advisory experience - role can be tailored to suit the individual Excellent communication skills 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. TPBN1_UKTJ