Manager, Private Client Tax

Albert Goodman LLP; Taunton; On-site; GBP 70,000 - 90,000; Full time

Benefits offered by this job

25 days holiday

Annual salary review

Medicash plan

Life assurance

Employee assistance programme

Volunteer day

Cinema discounts

GymFlex discounts

Bupa private medical insurance

Electric car scheme

Cycle to work

Job summary

Albert Goodman LLP is seeking a Private Client Tax Manager to join our Private Client Tax team in Bristol or Taunton. You will manage a diverse client portfolio, review complex returns, and contribute to advisory work including business exits and estate planning.

You will mentor ATT and CTA trainees, collaborate across tax and allied service lines, and help shape growth of our private client tax offering. Competitive salary and flexible benefits are on offer.

Qualifications

• CTA or ACA/ACCA qualification with strong personal tax experience.
• Experience at a similar level within private client or personal tax.
• Experience training and developing others with a collaborative approach.

Responsibilities

• Main point of contact for a varied portfolio of private clients and manage the service they receive.
• Deliver income tax, capital gains tax and inheritance tax advice on business exits, share transactions, property disposals, succession and estate planning.
• Review self-assessment tax returns; oversee the compliance cycle for your portfolio, with a strong team handling the routine work.
• Prepare and review technical tax reports and written advisory work for clients.
• Manage HMRC enquiries and disclosures.
• Mentor and support ATT and CTA trainees, as well as newly qualified staff.
• Advise clients of partners and directors outside of tax, where specialist input is needed.
• Business development, including networking, meeting prospective clients and writing for client publications.
• Collaborate with audit, business services, farms and estates and financial planning teams to give clients joined up advice.

Skills

Personal tax experience

Training & mentoring

Education

CTA/ACA/ACCA qualified

Job description

Private Client Tax Manager – Compliance & Advisory

The role

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.

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.

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

What we need from you

You will:

• 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

If your experience isn’t a complete match but you feel you could bring a lot to AG, we’d still encourage you to apply so that we can learn more about you!

What we can give you in return

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

• A minimum of 25 days holiday which increases with length of service. Plus, the option to buy and sell holiday
• An annual salary review
• A Level 1 Medicash Plan provided to all employees
• Life assurance, which includes access to a smart health app
• An employee assistance programme for you and your family
• One volunteering day per year
• Cinema society discounts
• GymFlex discounts
• Bupa private medical insurance available
• Electric car and cycle to work schemes

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 deliver. 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!

No 1 accountancy firm to work for in uk 2022.

Best accountancy firm to work for in the uk 2022.

let's talk...

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.

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Up, up and away. It's been nearly two weeks, and we still have the post-balloon fiesta buzz. Check some of these shots of our AG pink hot air balloon in action over the weekend. Paul Box