Private Client Tax Manager

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:

ACA and/ or 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.