Personal Tax Assistant Manager - Bristol

Howells Consulting Ltd; Bristol; Hybrid; GBP 45,000 - 55,000; Full time

Benefits offered by this job

Agile working culture

Career development opportunities

Early responsibility

Job summary

A leading consulting firm in Bristol is looking for a personal tax adviser at Assistant Manager level. This client-facing role involves managing a portfolio of high-net-worth clients, ensuring their annual tax compliance, and providing advisory services on capital taxes planning. Candidates must hold a CTA qualification and have experience with HNWIs. The firm fosters career development and offers hybrid working options, making it an attractive opportunity for those seeking growth in their tax advisory careers.

Qualifications

• Experience advising high-net-worth individuals (HNWIs) on income tax, CGT, and IHT.
• Knowledge of trusts and advising UK resident non-domiciles is beneficial.
• Demonstrable experience in personal tax compliance.

Responsibilities

• Manage a portfolio of private clients and their tax compliance.
• Handle relationships with HNW and UHNW individuals.
• Assist with ad hoc capital taxes planning.

Skills

Excellent communication skills

Client relationship management

Education

CTA qualification

Job description

Take your career to the next level with one of Bristol's leading Private Client teams.

Handle high quality private client tax work for new-money entrepreneurs, wealthy families, non doms and landed wealth.

Our client maintains a high profile in the Private Client field and acts for an enviable client list of HNW and UHNW individuals. They are growing their team in Bristol and are keen to appoint an additional personal tax adviser at Assistant Manager grade.

With the support of experienced Directors and Partners, the incoming individual will take responsibility for a portfolio of private clients, managing key relationships and handling their annual personal tax compliance. Scope also exists to assist with ad hoc capital taxes planning.

Very much a client-facing role, the individual will require excellent communication and client relationship management skills.

The CTA qualification is a pre-requisite, along with demonstrable experience of advising HNWIs on income tax, CGT and IHT. Some knowledge of trusts would be helpful and experience of advising UK resident non domiciles on residence, remittance and the SRT, would be useful.

In return, our client has built a strong track‑record of supporting and developing its staff. They offer early responsibility, an agile working culture and the opportunity to progress on to Manager and Senior Manager grades.

Based in Bristol, the firm offers hybrid working 2‑3 days a week if one wishes.

Salary dependent on experience but in the region £45,000 - £55,000. Ref 5096

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