Private Client Tax Assistant Manager

Tax Specialists Taylor Rose Recruitment have been instructed on a Private Client Tax Assistant Manager opportunity on behalf of our client, a leading firm in Peterborough. Perfect for a CTA qualified individual looking to progress their career with a firm who pride themselves on work/ life balance, career development, and the delivery of exceptional advisory services. Working with an interesting client portfolio involving a mixture of advisory, compliance, tax planning, and ad hoc project work (the compliance and advisory split can be tailored to the individual).

Fantastic remuneration & benefits package, manager & company bonus, personal progression plan, private healthcare, and hybrid/ flexible working (WFH up to 3 days per week).

The Role:

Assisting in managing a diverse private client tax portfolio (HNWIs, Directors, Trusts & Estates) Identifying tax planning opportunities Review of tax compliance Tax planning Provision of advice in areas such as Capital Gains & Inheritance tax Managing/ supporting the successful delivery of ad hoc tax projects Mentoring junior staff Client meetings Building strong client relationships. Benefits Include:
Company & Manager bonus Hybrid arrangement (option of WFH 3 days a week) Progression Plan Private Medical Insurance Flexible Working (core hours 10am - 4pm) Option to Buy/ Sell Holiday Part time considered Generous Pension Cycle to work scheme Part time considered Social events You: CTA Qualified CTA PQ/ ATT also considered Ideally experience of working with HNWIs Significant 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.