Private Client Tax Assistant Manager
Tax Specialists Taylor Rose Recruitment have just been instructed on a Private Client Tax Assistant Manager opportunity on behalf of our client, a leading firm of Chartered Accountants in Cardiff.Perfect for a CTA qualified individual looking for the next step up in their career with continued professional development backed by a supportive and extensive network.Working with an impressive client portfolio involving a mixture of advisory, compliance, tax planning, and ad hoc project work.Fantastic remuneration and benefits package, private healthcare, option of WFH, lots of flexibility, and a personal progression plan (to Manager/ Senior Manager).The Role:Assisting in managing a diverse private client tax portfolio (HNWIs, Directors, Trusts and Estates)Identifying tax planning opportunitiesReview of tax complianceTax planningProvision of advice in areas such as Capital Gains and Inheritance taxManaging/ supporting the successful delivery of ad hoc tax projectsMentoring junior staffClient meetingsBuilding strong client relationships.Benefits Include:Progression planHybrid working arrangementFlexible hoursPrivate medical careGenerous holiday entitlementOption to buy/ sell holidaysCycle to work schemeElectric vehicle schemeEnhanced maternity and paternity payEmployee Assistance ProgrammeSocial eventsGenerous PensionPart time consideredYou:CTA QualifiedCTA PQ/ ATT also consideredIdeally experience of working with HNWIsSignificant private client/ personal tax expertiseExcellent ..... full job details .....
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