Private Client Tax Director

Tax Specialists Taylor Rose Recruitment have been instructed on a unique Private Client Tax Senior Manager/ Director opportunity.


Perfect for an ambitious CTA qualified individual looking for the next step up in their career. There is a direct route and pathway towards becoming a share holder for the right individual.


You will be working with an entrepreneurial client portfolio (HNWIs, Business Owners, Trusts & Estates)

involving a mix of tax planning, advisory work and ad hoc projects.


Excellent remuneration & benefits package, work life balance, lots of flexibility, company bonus and a personal progression plan.


Part time considered, more information can be seen below:


The Role:


Managing a diverse private client tax portfolio

Identifying tax planning opportunities

Managing the delivery of ad hoc tax projects

Managing the tax affairs of HNWIs

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

Mentoring junior staff

Leading client meetings

Business development

Building and maintaining strong client relationships.


You:


CTA Qualified (ideally)

ACA/ STEP also beneficial

Experience of working with HNWIs, Trusts and Estates is essential

Significant private client/ personal tax expertise

Excellent communication skills

UK Resident


Benefits:


Progression plan to Equity Partner

Company Bonus

Private Health insurance

Hybrid arrangement - option of WFH

Flexible Working (core hours 10am - 4pm)

Option to Buy/ Sell Holiday

Part time considered

Generous Pension

Cycle to work scheme

Free Parking

Social/ Charity 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.

Taylor Rose Recruitment Ltd £75,000 - £110,000 per annum Birmingham