Tax Specialists Taylor Rose Recruitment are working with a forward-thinking firm of Chartered Accountants in Coventry who are seeking a Private Client Tax Manager to join their team.

Ideal for a CTA Qualified individual looking for the next step up in their career with an excellent work/ life balance.

You will be working with an impressive client portfolio (HNWIs, Trusts & Estates and business owners) involving a mix of tax planning, compliance, ad hoc advisory work, and regular client liaison.

Fantastic remuneration & benefits package, hybrid & flexible working, regular social events, generous holiday entitlement, and a personal progression plan (to Director). More info below:

The Role:

Managing a diverse private client tax portfolio
Identifying tax planning opportunities
Review of personal tax compliance
Managing the delivery of ad hoc tax projects
Advising clients in areas such as Inheritance Tax, Trusts, Estates and succession planning
Mentoring junior staff
Business development
Client meetings
Building and maintaining strong client relationships.

Benefits Include:

Hybrid/ Flexible Working
Structured career development plan
Generous holiday entitlement
Health care benefits
Employee wellbeing programme
Modern working environment
Regular social events

You:

CTA Qualified
CTA PQ/ ATT also considered.
Significant private client/ personal tax expertise
Experience of managing a portfolio of clients
Compliance & Advisory experience - role can be tailored to suit the individual
Excellent 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.