Private Client Tax Advisory Manager - Bristol

Pro-Tax; United Kingdom; Remote; GBP 55,000 - 65,000; Full time

Job summary

A tax advisory firm in the United Kingdom is seeking a Private Client Tax Manager to manage a diverse portfolio of high-net-worth individuals and clients. This role offers flexibility to work from home and the opportunity to collaborate with influential Tax Partners. The ideal candidate will have experience managing Private Client Tax portfolios and possess strong relationship-building skills. This position comes with competitive compensation, including a generous pension, bonus, and healthcare benefits.

Benefits

Pension

Bonus

Healthcare

Qualifications

• Experience managing a Private Client Tax portfolio is essential.
• Enthusiasm for progression into a senior role.
• Friendly personality with strong relationship-building skills.

Responsibilities

• Manage tax advisory covering a diverse portfolio of clients.
• Work closely with influential Tax Partners.
• Provide planning ideas and respond to transactional requests.
• Liaise with HMRC and participate in networking events.

Skills

Managing Private Client Tax portfolio

Building relationships

Business development

Job description

Private Client Tax Manager

Up to 65k plus Pension + Bonus + Healthcare

Are the following factors must haves for your next role:

• Complete flexibility to work from home
• Working with an interesting portfolio of clients where variety is key
• Collaborating with a team that are cohesive with a family feel
• Good earning potential without strict salary bandings

The role will involve:

• Managing tax advisory covering a portfolio of HNWI's, Directors of small to medium companies, Trusts, Wealthy Families, Non-Domiciled Residents and more.
• Working closely with one of the most influential Tax Partners in the Market
• Taking planning ideas to clients/ look for opportunities for them as well as responding to their requests for transactional assistance
• Awareness of business development and representing the firm at networking events.
• Liaising with HMRC
• Working across the entire tax department

To be considered you will be:

• You will have experience of managing your own Private Client Tax portfolio
• Enthusiastic to progress into a senior role
• A friendly and personable natured individual good at building relationships.

Interested in hearing more? Please do email [e-mail]

________

As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.