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Private Client Tax Director

Taylor Rose Recruitment Ltd - Birmingham, England

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Job Description

Tax Specialists Taylor Rose Recruitment have been instructed on a unique Private Client Tax Senior Manager/ Director opportunity. Perfect for an ambitious CTA qualified individual looking for the next step up in their career. There is a direct route and pathway towards becoming a share holder for the right individual. You will be working with an entrepreneurial client portfolio (HNWIs, Business Owners, Trusts & Estates) involving a mix of tax planning, advisory work and ad hoc projects. Excellent remuneration & benefits package, work life balance, lots of flexibility, company bonus and a personal progression plan. Part time considered, more information can be seen below: The Role: Managing a diverse private client tax portfolio Identifying tax planning opportunities Managing the delivery of ad hoc tax projects Managing the tax affairs of HNWIs Provision of advice in areas such as Capital Gains, Property tax & Inheritance tax Mentoring junior staff Leading client meetings Business development Building and maintaining strong client relationships. You: CTA Qualified (ideally) ACA/ STEP also considered/ beneficial Experience of working with HNWIs, Trusts and Estates is essential Significant private client/ personal tax expertise Excellent communication skills UK Resident Benefits include: Progression plan to Equity Partner Company Bonus Private Health insurance Hybrid arrangement - option of WFH Flexible Working (core hours 10am - 4pm) Option to Buy/ Sell Holiday Part time considered Generous Pension Cycle to work scheme Free Parking Social/ Charity events Part time considered 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. TPBN1_UKTJ

Created: 2025-11-09

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