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 & 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 & Estates)
Identifying tax planning opportunities
Review of tax compliance
Tax planning
Provision of advice in areas such as Capital Gains & Inheritance tax
Managing/ supporting the successful delivery of ad hoc tax projects
Mentoring junior staff
Client meetings
Building strong client relationships.
Benefits Include:
Progression plan
Hybrid working arrangement
Flexible hours
Private medical care
Generous holiday entitlement
Option to buy/ sell holidays
Cycle to work scheme
Electric vehicle scheme
Enhanced maternity and paternity pay
Employee Assistance Programme
Social events
Generous Pension
Part time considered
You:
CTA Qualified
CTA PQ/ ATT also considered
Ideally experience of working with HNWIs
Significant private client/ personal tax expertise
Excellent communication skills
UK Resident




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.