Private Client Tax Assistant Manager

Crowe Watson Recruitment; West of England; On-site; GBP 42,000 - 60,000; Full time

Benefits offered by this job

Flexible working arrangements

Strong company pension

Clear progression opportunities

Job summary

Crowe Watson Recruitment is partnering with a leading Chartered Accountants firm in Bristol to recruit a Private Client Tax Assistant Manager. You will manage client relationships, review complex tax returns, and support junior staff within a collaborative culture.

The role offers flexible working, a strong company pension, clear progression and ongoing professional development with exposure to a broad client base.

Qualifications

• ATT/CTA qualified or qualified by experience.
• Strong technical knowledge of UK private client tax matters.
• Experience in a UK practice environment.
• Excellent communication and client relationship skills.
• Ability to manage a team and support junior colleagues.

Responsibilities

• Manage a varied portfolio of private client tax matters (HNWIs, trusts, business owners).
• Review complex personal tax returns and provide support to junior staff.
• Advise clients on tax planning opportunities (IHT, CGT, residency).
• Build and maintain strong client relationships as a key contact.
• Support the wider tax team with ad hoc advisory projects.

Skills

Client relationship management

Tax advisory

Team mentoring

Education

ATT/CTA or qualified by experience

Job description

Looking for your next move in private client tax? Crowe Watson Recruitment is proud to be partnering with a leading firm of Chartered Accountants in Bristol as they look to welcome a Private Client Tax Assistant Manager to their team, offering flexible working, a strong company pension, and much more. You'll play a key role in managing client relationships, reviewing complex tax returns, and supporting junior members of the team, all within a firm that values technical excellence and a supportive, collaborative culture.

This firm is known for investing genuinely in the growth and wellbeing of its people. The successful candidate will benefit from clear progression opportunities, ongoing professional development, and exposure to a broad and interesting client base.

What is the day-to-day of the role:

• Manage a varied portfolio of private client tax matters, including HNWIs, trusts, and business owners
• Review complex personal tax returns and provide technical support to junior staff
• Advise clients on tax planning opportunities, including IHT, CGT, and residency matters
• Build and maintain strong client relationships, acting as a key point of contact
• Support the wider tax team with ad hoc advisory projects

Required Skills and Qualifications:

• ATT/CTA qualified or qualified by experience
• Strong technical knowledge of UK private client tax matters
• Previous experience working within a UK Practice environment
• Excellent communication and client relationship skills
• Ability to manage a team and support less experienced colleagues

Benefits:

• Flexible working arrangements
• Strong company pension
• Clear progression opportunities and ongoing development
• Exposure to a broad and interesting client base

You might not meet all the criteria, but if you are passionate about developing yourself and your career, we'd love to hear from you.

Unfortunately, we are unable to offer sponsorship for this role.