Trust & Private Client Tax Manager

Taylor Rose Recruitment Ltd logo
Taylor Rose Recruitment Ltd
ScreenedHybridJust posted
London
£95,000
Posted 1 day ago
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About the role

We have just been instructed on a fantastic Trust & Private Client Tax Manager opportunity on behalf of one of the most prestigious and reputable firms in Central London.

Have you got what it takes to succeed The following information should be read carefully by all candidates.

Working with an impressive client portfolio including HNWIs, UHNWIs, Trusts and Family Estates involving a mixture of compliance, tax planning, and ad hoc advisory work.

This is a unique opportunity to join a top ranked firm with a rich heritage and high profile client base.

Excellent remuneration & benefits package, private medical insurance, option of WFH 3 days a week, lots of flexibility and part time considered.

More information below: The Role: Managing a diverse private client tax portfolio Identifying tax planning opportunities Preparation/ review of personal tax compliance Preparation of annual trust accounts and associated compliance matters Capital Gains computations & Inheritance tax planning Providing technical support to Partners.

Liaising with clients, trustees and beneficiaries, dealing with ad hoc queries.

Attending client meetings Building strong client relationships.

You: ATT &/or CTA Qualified Experience of managing a portfolio, working with HNWIs & Trusts Significant private client/ personal tax expertise Excellent communication skills UK Resident Benefits: Private Medical Insurance Hybrid arrangement (option of WFH 3 days a week) Flexible Working (core hours 10am
- 4pm) Very Good Work life Blance 25 Days Holiday BH Option to Buy/ Sell Holiday Part time considered Good transport links (close to station) Generous Pension Cycle to work scheme Social events Wellbeing contribution If this vacancy doesn't tick the boxes, do get in touch to discuss alternatives, we are working on roles at all levels. xwzovoh

Our client base consists of Top 20, Mid Tier, Regional and Independent firms across the UK & Ireland.

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