Personal Tax Manager, Private Client Manager

Page Personnel; West of England; Vor Ort; GBP 48.000 - 55.000; Vollzeit

Zusammenfassung

Page Personnel is assisting a growing firm of accountants in Warmley near Bristol to recruit a Personal Tax Manager. You will work directly with two directors to deliver tax planning for high-net-worth individuals and SMEs, while providing compliance support.

You should have CTA/ACCA/ACA/ATT qualifications with 1–2 years post-qualification experience or more, and a client-focused, advisory mindset geared towards progression within the firm.

Qualifikationen

• CTA qualified or ACCA/ACA/ATT equivalent.
• 1–2 years post-qualification experience preferred.
• Background in personal tax or mixed tax within an accountancy practice or specialist tax firm.

Aufgaben

• Deliver personal tax planning for individuals and HMRC-compliant statutory work.
• Provide compliance support to personal tax clients and assist with advisory work.
• Build relationships with clients and contribute to growth and development of the practice.

Kenntnisse

Personal tax

Tax planning

Client management

Advisory

Ausbildung

CTA qualified

ACCA/ ACA / ATT

Jobbeschreibung

• Personal Tax Manager to join a growing firm of accountants in Warmley
• Advisory focus with career progression along with client & team management.

About Our Client

This firm is headed by two highly regarded tax specialists, both with strong career backgrounds and reputations delivering personal and corporate tax solutions to varied, complex and interesting clients. The firm acts for wide ranging OMBs, SMEs and corporate clients wide ranging in sector and turnover alongside a private clients base encompassing HNWIs, both UK based and overseas including non domiciliary, resident, directors and other personal tax clients. Whilst delivering a quality compliance service the firm also focuses on tax planning and advisory services. The firm has plans to grow the business significantly over the next 1 - 2 years offering a chance for the right people to join at a key stage in this firms growth plans, working directly and closely with the directors developing technically and carving a key, influential role in this firm with the associate progression opportunities on offer.

Job Description

Joining the near eastern edges of Bristol offices as a Personal Tax Manager you will work directly and closely with the firms two directors delivering tax planning to wide ranging individuals and personal tax clients, along providing compliance support. The firm acts for wide ranging OMBs, SMEs and corporate clients wide ranging in sector and turnover up to in excess of £30 million in turnover on larger clients alongside a private clients base encompassing HNWIs, both UK based and overseas including non domiciliary, resident, directors and other personal tax clients.

The Successful Applicant

You will ideally hold a qualification across any of ACCA/ACA/ ATT, or preferably CTA qualified, with anything up to one to two years or considerably more post qualified experience You will have a background either focused entirely within personal tax or bring a mixed tax career background gained within an accountancy practice environment, or specialist tax firm and you be looking to further your career in tax, following qualification, within a firm offering progression and development. You will be able to demonstrate a client serviced approach, with commercial awareness and the ability to add value to clients, building relationships and delivering tax planning work and be looking to progress in your tax career.

What's on Offer

Circa £48,000 - £55000 dependent on the experience and background of the right professional, plus benefits.