Tax Specialists Taylor Rose Recruitment have been instructed on a Private Client Tax Manager opportunity on behalf of our client, a leading firm of Chartered Accountants in Bournemouth.

An excellent opportunity for a CTA Qualified individual looking for the next step up in their career towards becoming Tax Director.

Working with an impressive client portfolio (HNWIs, Directors, Partnerships, Trusts & Estates) involving a mixture of advisory, tax planning, compliance, and ad hoc project work.

Outstanding remuneration & benefits package, manager & company bonus, private healthcare, personal progression plan, lots of flexibility including the option of WFH 3 days a week.

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:

Progression plan

Company & Manager bonus

Hybrid arrangement (option of WFH 3 days a week)

35 Hour Working week

Flexible Working (core hours 10am – 4pm)

Private medical care

Generous Pension

Cycle to work scheme

Social events

Part time considered

You:

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.