Assistant Tax Manager / Tax Manager - Personal Team

First 2 Recruit; Bristol; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading recruitment firm is seeking an Assistant Tax Manager and Tax Manager for their Personal Tax Team in Bristol. This role offers remote work flexibility and involves managing a portfolio of high net worth clients, ensuring compliance and advisory needs are met. The ideal candidate will possess strong personal tax experience and management capabilities, alongside relevant professional qualifications. A dynamic workplace with opportunities for career progression and competitive salary awaits the right individual.

Benefits

Dynamic workload

Agile working and flexibility

Potential for progression

Market rate salary

Qualifications

• Commitment to a career in tax with strong personal tax experience.
• Experience in managing a tax compliance portfolio, problem-solving, and initiative.
• Previous use of computerized accounts or tax packages is useful.

Responsibilities

• Manage a portfolio of high net worth private clients.
• Assist with management of team and supervise junior staff.
• Engage in tax advisory projects and business development activities.

Skills

Strong personal tax experience

Portfolio management

Supervisory skills

Problem-solving

Excellent organizational skills

Interpersonal skills

Confidence dealing with partners and clients

Ability to work under pressure

Education

Relevant professional qualification (CTA/ACA/ICAS)

Degree level education

A level educated

Tools

CCH Central

Job description

Our client in Bristol is looking for an Assistant Tax Manager and Tax Manager for their Personal Tax Team. Remote work is available during and post covid.

The ideal candidate will be committed to a career in tax and will have relevant strong experience in a personal tax role and currently operating in the capacity as a manager or assistant manager.

Role responsibilities

The successful applicant will need to be a strong and ambitious portfolio manager responsible for their own portfolio of high net worth private clients dealing with everything from compliance to advisory needs. Reporting will be to the Partners, Director and Senior Manager. You will also be required to assist with the management of the group including supervising and reviewing the work of junior staff. The role includes managing all the related and complex aspects of the tax affairs of a variety of high net worth private clients, including non-UK domiciliaries. Experience of internationally mobile individuals and employees, residence and domicile, including the statutory residence test and the remittance basis would be very useful. There is also the opportunity to become involved with other tax related projects outside of the individual’s normal portfolio responsibilities, assisting in one-off tax advisory projects, writing articles or briefing notes for publications as well as assisting with other business development activities and presentations. The role provides an excellent range of work for someone with a strong personal tax background wishing to broaden his or her experience.

Qualifications

• The ideal candidate will be committed to a career in tax and will have relevant strong experience in a personal tax role and currently operating in the capacity as a manager or assistant manager.
• Experience of running a tax compliance portfolio, including organising the of work, problem solving and the ability to use your own initiative is essential, with the experience of sole trader accounts preparation and preparing computations from accounts being desirable.
• Previous experience of using computerised accounts or tax packages is useful. The firm uses CCH Central.
• The successful applicant will require confidence in dealing with partners and clients, excellent organisation and interpersonal skills, the ability to provide accurate work in a timely and cost-effective manner and comfortable at working under pressure to tight deadlines within an ambitious team.
• With this role, come the pre-requisites that the candidate is motivated, committed and flexible with the ability to meet deadlines.
• A natural team player is essential, with a positive and enthusiastic attitude.
• Candidates should be educated to at least A level, ideally degree level and will have obtained a relevant professional qualification i.e. CTA/ACA/ICAS.

The department

Their personal tax team sits within their Private Wealth and Estates Group and is recognised in the market for its expertise in advising private clients and their businesses. They provide a personal partner-led service, concentrating on personal and business finances. This deliberate focus is their strength; they do not try to be all things to all people. Instead they choose to specialise in looking after private clients, where they have real in-depth expertise and experience. They have considerable experience in advising on international and cross-border issues. They use their diverse commercial experience to advise on the issues facing high net worth individuals today, such as the financing of business interests, maintenance, and passing on of wealth and the tax efficient streamlining of their affairs.

Benefits

• They offer a dynamic and varied workload.
• Agile working and flexibility.
• Potential to progress within the organisation.
• Market rate annual salary, depending upon experience.

Equal opportunity statement

First 2 Recruit Ltd is an equal opportunities employer and is committed to a policy of treating all its employees and job applicants equally regardless of race, colour, ethnic origin, nationality, national origin, religion or belief, gender, sexual orientation, gender reassignment, age or perceived age, marital or civil partnership status or disability.