Private Client Tax Manager

Tax specialists Taylor Rose Recruitment are working with a progressive firm of Chartered Accountants in Stoke-on-Trent who, due to continued growth, are seeking an ambitious Private Client Tax Manager to join their team.

An ideal opportunity for an ATT/ CTA Qualified individual with a strong foundation in personal tax looking for the next step in their career offering an excellent work/ life balance.

You will be working with an impressive client portfolio including involving a mix of tax planning, compliance, ad hoc advisory work, and regular client liaison.

Fantastic remuneration and benefits package, annual bonus, personal progression plan, hybrid working, and lots of flexibility including early finish Fridays.

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
Annual profit share
Generous holiday entitlement
Early finish on Fridays (2pm)
Heath care benefits
Employee Assistance Programme
Regular social events
On-site parking

You:

ATT and/ or CTA Qualified (ideally)
Experience of managing a portfolio of clients
Compliance & Advisory experience
Strong written and verbal communication skills
UK practice experience is essential

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.