Tax specialists Taylor Rose Recruitment have been instructed on a Private Client Tax Assistant Manager or Manager opportunity on behalf of our client, a leading firm of Chartered Accountants in their Exeter office.

Perfect for a recently CTA Qualified individual looking to progress their career with a firm which prides themselves on work/ life balance, career development, and the delivery of exceptional advisory services.

You will be allocated a diverse private client portfolio including HNWIs, OMBs, Trusts & Estates and Directors, involving a mix of compliance, tax planning and hoc advisory work.

Excellent remuneration & extensive benefits package, and a tailored progression pathway for the right individual to progress to Senior Manger/ Director.

More info can be seen below:

The Role:

Managing a diverse portfolio of clientsCapital gains tax computationsIdentifying tax planning opportunitiesPreparation & review of tax complianceAssisting the Partner(s) with consulting and advisory workMentoring junior staff and reviewing their workContributing to winning new work through business development & tendersLeading client meetingsBuilding and maintaining strong client relationships.Liaising with HMRC.Dealing with client queries

Benefits include:

Hybrid/ Flexible workingCTA study support (if required)Health Cash PlanOption to buy and sell holidaysCycle to work schemeEmployee wellbeing programmeRegular social eventsPension

You:

CTA Qualified (Ideally)CTA Part Qualified or ATT Qualified also consideredExperience of managing a client portfolio (ideally)Strong personal/ private client tax experience within a practice environmentStrong communication skills

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.