Tax Specialists Taylor Rose Recruitment are working with a leading firm of Chartered Accountants in Southampton who are recruiting for a Private Client Tax Manager to join their team.

Perfect for a CTA Qualified Personal Tax Assistant Manager looking to advance their career, or Manager seeking an excellent work/ life balance.

You will be working with an impressive client portfolio involving a mixture of compliance, tax planning and ad hoc advisory work.

Fantastic remuneration & benefits package, hybrid/ flexible working, paid overtime, early finish Friday's, and personal progression plan; there is a genuine pathway to Director for the right individual.

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:

Progression plan
Hybrid working
Flexible hours
Paid overtime
Range of healthcare benefits
Social events
Employee Assistance Programme
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.