Private Client Tax Assistant Manager

Taylor Rose Recruitment Ltd; Bath; Hybrid; GBP 45,000 - 65,000; Full time

Benefits offered by this job

Private Health insurance

Hybrid working arrangement

25 Days Holiday + BH

Job summary

Taylor Rose Recruitment Ltd seeks a Private Client Tax Assistant Manager for a Bristol-based role. The role suits someone recently ATT/CTA qualified aiming to progress within a firm valuing work-life balance and career development in advisory services.

The portfolio involves tax advisory, compliance, planning, and ad hoc advisory work for HNWIs, Directors, Partnerships, Trusts & Estates, with a move towards Manager/Senior Manager levels.

Qualifications

• ATT/CTA/ACA qualification preferred or equivalent.
• Experience with private client tax in a practice environment.
• Ability to manage a client portfolio and prioritise deadlines.

Responsibilities

• Manage a diverse portfolio of private client clients.
• Prepare and review Personal Tax returns.
• Compute capital gains tax liabilities.
• Calculate and plan for inheritance tax.Identify tax planning opportunities.
• Support Partners and Senior Management with advisory work.
• Review the work of junior staff.
• Liaise with HMRC and respond to client queries.

Skills

Private client tax

Client portfolio management

Tax compliance

Communication skills

UK resident

Education

ATT Qualified

CTA Qualified

ACA Qualified

Job description

Tax specialists Taylor Rose Recruitment are working with a leading firm of Chartered Accountants who are recruiting for a Private Client Tax Assistant Manager to join their team in Bristol.

Suited for a recently ATT/ CTA Qualified individual looking to progress their career with a firm which prides themselves on work/ life balance, career development, and the delivery of exceptional advisory services.

Working with a diverse client base including HNWIs, Directors, Partnerships, Trusts & Estates, involving a mixture of tax advisory, compliance, tax planning, and ad hoc advisory work.

Fantastic remuneration and benefits package, private health insurance, option of WFH, lots of flexibility, and and a progression plan (to Manager/ Senior Manager).

The Role

Managing a diverse portfolio of clientsPreparation and review of Personal Tax returnsCapital gains tax computationsInheritance taxIdentifying tax planning opportunitiesAssisting the Partners & Senior Management with advisory workReviewing the work of junior staff membersAssisting with ad hoc tax projectsLiaising with HMRC.Dealing with client queries

Benefits Include

Personal progression planFlexible Working hoursHybrid working arrangement25 Days Holiday + BHThe option to buy/ sell holidaysPrivate Health insuranceCycle to work schemeEmployee Assistance ProgrammeModern work environmentRegular Social events

You

ATT Qualified/ CTA PQ/ Qualified/ ACA QualifiedStrong Personal/ Private client tax experience within a practice environmentExperience of managing a client portfolio (ideally)Personal tax compliance proficiencyStrong communication skillsUK Resident