Private Client Tax Manager in Exeter

Tax specialists Taylor Rose Recruitment have just been instructed on a fantastic Private Client Tax Manager opportunity on behalf of a highly reputable firm in Exeter.

Perfect for a ATT &/or CTA individual looking for the next step up in their career with an excellent work life balance.

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

Excellent remuneration & benefits package, hybrid working arrangement, flexible hours and a personal progression plan.
Part time considered.

The Role:

Managing a diverse private client tax portfolio
Identifying tax planning opportunities
Tax planning
Review of tax compliance
Provision of advice in areas such as Capital Gains & Inheritance tax
Managing/ supporting the successful delivery of ad hoc tax projects
Tax advisory work
Mentoring junior staff
Leading client meetings
Building and maintaining strong client relationships.

You:

CTA Qualified (ideally)
CTA PQ/ ATT Qualified also considered
Significant private client/ personal tax expertise
Excellent communication skills
UK Resident

Benefits:

Personal progression plan (to Director)
Hybrid arrangement
Flexible working hours
25 Days Holiday + BH
Health cash plan
Generous holiday entitlement
Enhanced Maternity/ Paternity
Social Events
Part time considered

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.