Private Client Tax Assistant Manager

Taylor Rose Recruitment Ltd; Newport; Hybrid; GBP 70,000 - 90,000; Full time

Benefits offered by this job

Private Health insurance

Hybrid working arrangement

25 days holiday + BH

Flexible working hours

Cycle to work scheme

Employee Assistance Programme

Regular social events

Job summary

Taylor Rose Recruitment is collaborating with a leading Chartered Accountants firm to recruit a Private Client Tax Assistant Manager in Bristol. The role suits an ATT/CTA qualified professional seeking progression, with a focus on personal tax, tax planning, and advisory work within a flexible, supportive environment.

The role involves managing a varied client portfolio, preparing tax returns, calculating capital gains and inheritance taxes, and liaising with HMRC, with opportunities to progress

Qualifications

• ATT/CTA qualified or ACA/ACAP qualification.
• Strong private client tax experience in a practice environment.
• Experience managing a client portfolio.
• Excellent communication and advisory skills.

Responsibilities

• Manage a diverse portfolio of private client clients.
• Prepare and review Personal Tax returns.
• Compute capital gains tax.
• Handle inheritance tax computations.
• Identify tax planning opportunities.
• Support Partners/Senior Management with advisory work.
• Review junior staff work.
• Assist with ad hoc tax projects.
• Liaise with HMRC.
• Address client queries.

Skills

ATT/CTA Qualified

Strong communication

Private client tax

Portfolio management

Education

ATT/CTA / 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