Private Client Tax Senior Manager

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.

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
• UK Resident

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