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.

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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.

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Working with an interesting and diverse private client portfolio involving a mixture of advisory, compliance, tax planning and ad hoc project work.

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Excellent remuneration & benefits package, private healthcare, lots of flexibility, option of WFH, and a personal progression plan.

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The Role:

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Managing a diverse private client tax portfolio

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Identifying tax planning opportunities

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Review of tax compliance

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Provision of advice in areas such as Capital Gains, Trusts & Estates, Property tax & Inheritance tax

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Managing/ supporting the successful delivery of ad hoc tax projects

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Mentoring junior staff

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Leading client meetings

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Building and maintaining strong client relationships.

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Benefits include:

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Personal progression plan

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Hybrid/ flexible working

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Healthcare cover

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Generous holiday allowance

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Cycle to work scheme

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Generous pension contribution

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Employee assistance programme

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Enhanced maternity/ paternity leave

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Retail discounts

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Regular staff social events

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Central location/ excellent transport links

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You:

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ACA and/ or CTA Qualified

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ATT/ CTA PQ also considered

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Ideally experience of working with HNWIs, Trusts and Estates

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Significant UK private client/ personal tax expertise

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Excellent communication skills

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UK Resident

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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.