Private Client Tax Manager in Lincoln

We have been instructed on a Private Client Tax Manager opportunity on behalf of our client a highly progressive firm in Lincoln.Ideal for a CTA Qualified Tax professional seeking a varied role, flexibility and huge scope for career progression.This is a genuine opportunity for the right individual to progress to Tax Director/ Partner.You will be allocated a diverse private client portfolio including HNWIs, OMBs, Trusts & Estates and Directors, involving a mix of compliance, tax planning and ad hoc advisory work.Excellent remuneration and benefits package, annual bonus, flexible/ hybrid working. Part time also considered.The Role:Managing a diverse private client tax portfolioIdentifying tax planning opportunitiesManaging the successful delivery of ad hoc tax projectsReview of tax complianceProvision of tax advice in areas such as Inheritance Tax, Trusts, Estates and succession planningMentoring junior staff and reviewing their workContributing to winning new work through business development & tendersLeading client meetingsBuilding and maintaining strong client relationships.Requirements:CTA QualifiedATT also consideredSTEP would be beneficialSignificant private client/ personal tax expertiseExperience of managing a portfolio of clientsCompliance & Advisory expertise - role can be tailored to suit the individualExcellent communication skillsBenefits:Tailored progression planFlexible working optionsHybrid workingOption to WFH 2 days a weekBuy/sell holiday policyAnnual payrise and appraisalsCompany bonusPart time consideredTo find out more, please contact Ed Taylor at Taylor Rose Recruitment. 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.

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