Private Client Tax Assistant Manager

Taylor Rose Recruitment Ltd; Bradley Stoke; Hybrid; GBP 42,000 - 65,000; Full time

Benefits offered by this job

Personal progression plan

Flexible working hours

Hybrid working arrangement

25 days holiday + BH

Private Health insurance

Cycle to work scheme

Employee Assistance Programme

Modern work environment

Regular social events

Job summary

Taylor Rose Recruitment Ltd in Bristol is recruiting a Private Client Tax Assistant Manager for a leading Chartered Accountants firm. The role is ideal for an ATT/CTA qualified candidate seeking progression, with a strong emphasis on work-life balance, development, and exceptional advisory services.

You will manage a diverse client portfolio, prepare personal tax returns, handle capital gains and inheritance tax work, and support Partners with advisory projects.

Qualifications

• ATT/CTA/ACA qualifications or equivalent required.
• Strong personal/private client tax experience in a practice environment.
• Experience managing a client portfolio is essential.
• Excellent communication skills and client liaison abilities.

Responsibilities

• Manage a diverse client portfolio.
• Prepare and review Personal Tax returns.
• Compute capital gains tax; manage inheritance tax work.
• Identify tax planning opportunities and advise clients.
• Assist Partners and Senior Management with advisory work.
• Review work of junior staff members.
• Assist with ad hoc tax projects.
• Liaise with HMRC and handle client queries.

Skills

Private client tax experience

Portfolio management

Strong communication

UK tax knowledge

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