Personal Tax Manager - Hybrid, Flexible, Reduced Hrs

Personal Tax Manager - Hybrid, Flexible, Reduced Hours, Bristol

This role is based in Bristol, United Kingdom, and requires an EU work permit. The position offers flexible working arrangements, including reduced or condensed hours, supporting a healthy work/life balance.

About the Firm

The firm is well-established with a prestigious client list, led by a supportive and involved leadership team. It values diversity, equity, and inclusion, fostering a workplace where staff are valued and empowered. The firm emphasizes staff development, flexible and hybrid working, and a people-focused culture.

Role Overview

The successful candidate will join an experienced team, reporting to an Associate Director, managing a portfolio of personal tax clients, and contributing to estate planning and advisory services. The role involves mentoring junior staff, building client relationships, and supporting business development initiatives.

Key Responsibilities

1. Managing a diverse portfolio of personal tax compliance clients
2. Identifying tax planning opportunities and delivering advisory services
3. Participating in estate planning services for clients
4. Training and mentoring trainees within the team
5. Maintaining trusted client relationships
6. Overseeing financial management of your portfolio
7. Contributing to the firm's business development efforts

Qualifications and Skills

• ACA and/or CTA qualified
• Experience in personal tax compliance and estate planning
• Strong interpersonal and relationship-building skills
• Proficiency in tax planning and delivering advisory services
• Excellent organizational skills and ability to manage multiple priorities
• Leadership and mentoring experience
• Commercial awareness and business development skills
• Proactive, solutions-focused mindset

Benefits

• Competitive salary
• Flexible working options, including reduced hours and part-time
• Extensive benefits, including health and financial well-being resources
• Supportive learning and development environment
• Mentorship and personal development programs

If you are interested in this opportunity and believe you would thrive in this environment, contact Abacus for an informal discussion. A firm representative will provide more information and insights before you apply.