Manager, Private Client Tax

Albert Goodman

Taunton

On-site

GBP 70,000 - 95,000

Full time

5 days ago

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Benefits offered by this job

25 days holiday

Annual salary review

Medicash Plan

Life assurance

Employee assistance programme

Volunteering day per year

Cinema discounts

GymFlex discounts

Bupa private medical insurance

Electric car and cycle to work schemes

Job summary

Albert Goodman is seeking a Manager to join its Private Client Tax team in Bristol or Taunton. You will manage a varied client portfolio, review complex returns and assist with advisory work including business exits, property disposals and succession planning.

You will mentor ATT and CTA trainees and collaborate with partners, directors and colleagues across the firm to grow the private client tax offering. The role provides a friendly and supportive team environment.

Qualifications

Be CTA/ACA/ACCA qualified or equivalent.
Experience in private client or personal tax at a similar level.
Ability to train and develop others with a collaborative approach.
Excellent people skills and ability to build client relationships.
Self-motivated with a strong work ethic.

Responsibilities

Act as main contact for a varied private client portfolio and manage service delivery.
Provide income tax, capital gains tax and inheritance tax advice on business exits and property disposals.
Review self-assessment tax returns; oversee compliance for your portfolio.
Prepare and review technical tax reports and advisory work for clients.
Manage HMRC enquiries and disclosures; mentor ATT/CTA trainees.
Advise clients on cross-service input with other teams; contribute to business development.

Skills

CTA/ACA/ACCA qualified

Private client/personal tax experience

Training and mentoring

Strong people skills

Self-motivated with strong work ethic

Education

CTA / ACA / ACCA qualification

Job description

We are looking for a manager to join our Private Client Tax team in either Bristol or Taunton. In this role you will manage a varied client portfolio, review complex returns and assist with advisory work: the business sale, the property disposal, the inheritance tax and succession planning. We aim to shape the balance and variety around your strengths and interests, as well as where you want to take your career., As a manager, you will have an important role in a friendly, experienced and genuinely supportive team. You will work closely with partners, directors and colleagues across the firm, and play a real part in shaping how our private client tax offering continues to grow, whilst helping develop those around you.

What you'll be doing

Acting as main point of contact for a varied portfolio of private clients and manage the service they receive

Assisting with delivering income tax, capital gains tax and inheritance tax advice on business exits, share transactions, property disposals, succession and estate planning

Reviewing self-assessment tax returns; overseeing the compliance cycle for your portfolio, with a strong team handling the routine work

Preparing and reviewing technical tax reports and written advisory work for clients

Managing HMRC enquiries and disclosures

Mentoring and supporting ATT and CTA trainees, as well as newly qualified staff

Advising clients of partners and directors outside of tax, where specialist input is needed

Business development, including some networking, meeting prospective clients and writing for client publications

Working alongside colleagues in our audit, business services, farms and estates and financial planning teams to give clients joined up advice, We're delighted to welcome Mark as Corporate Tax Partner in our Bristol office. With extensive experience across corporate tax restructuring, share transactions and tax compliance, Mark will strengthen our specialist tax advisory offering and support our continued growth.

We're also pleased to welcome David as a Director in our Business Recovery & Insolvency team, further expanding our specialist expertise.

A warm welcome to both Mark and David. We're excited to have you on board.

Our clients are the reason the work stays interesting: owner managed businesses, landed estates, professionals, high net worth individuals and families, trusts and estates - many of them are relationships that the firm has held for generations.,

Be CTA qualified and/or ACA/ACCA qualified, with strong personal tax experience

Have experience at a similar level within private client or personal tax

Be experienced in training and developing others, demonstrating a collaborative approach

Have excellent people skills and the ability to develop strong working relationships with clients, as well as offer outstanding service

Be self-motivated with a strong work ethic

About AG

Albert Goodman is a firm of Chartered Accountants, Tax Consultants and Financial Planners, providing high-quality advice to over 5000 local and national businesses and individuals.

We are friendly, fair and forward thinking with a can-do attitude. We collaborate to achieve, and pride ourselves on being trustworthy, progressiveand impactful.

Our people are vital to our continued success, and we are alwayslooking to train and develop individuals who could be our future Partners and leaders.

Albert Goodman is committed to encouraging equality, diversity and inclusion amongst our people. We are an equal opportunities employer, as well as a Disability Confident Committed employer. We offer an environment where candidates and colleagues feel valued and ensure that no applicant or employee receives less favourable treatment on the grounds of age, race, religion or belief, disability, gender reassignment, marital status, pregnancy, sex or sexual orientation. We welcome applicants who can bring new perspectives and experiences, that not only help drive our business forward but make this an exciting firm to be part of.

What sets us apart

A career at Albert Goodman can be a varied and rewarding one. We embrace future change and development. By hiring from within and investing in a range of training programmes, we give you the chance to develop and evolve your career, no matter which route you want to take.

We form inclusive relationships that delivery. We celebrate difference and empower people to bring new ideas, solutions, and perspectives.

We make a positive difference to those with whom we work, as well as in our communities and the environment, and were immensely proud to have secured B Corp status in 2023.

We've previously been named the Best Companies number one accountancy firm to work for in the UK, as well as a World Class Place to Work . To add to the list we've recently been officially certified as a Great Place to Work employer, as voted for by feedback from our people!

What we can give you in return

We offer a fantastic place to work with a competitive and flexible benefits package. This includes: