Private Client Tax — Assistant Manager (Hybrid, Bristol)

Howells Consulting Ltd; Bristol; Hybrid; GBP 45,000 - 55,000; Full time

Benefits offered by this job

Agile working culture

Career development opportunities

Early responsibility

Job summary

A leading consulting firm in Bristol is looking for a personal tax adviser at Assistant Manager level. This client-facing role involves managing a portfolio of high-net-worth clients, ensuring their annual tax compliance, and providing advisory services on capital taxes planning. Candidates must hold a CTA qualification and have experience with HNWIs. The firm fosters career development and offers hybrid working options, making it an attractive opportunity for those seeking growth in their tax advisory careers.

Qualifications

• Experience advising high-net-worth individuals (HNWIs) on income tax, CGT, and IHT.
• Knowledge of trusts and advising UK resident non-domiciles is beneficial.
• Demonstrable experience in personal tax compliance.

Responsibilities

• Manage a portfolio of private clients and their tax compliance.
• Handle relationships with HNW and UHNW individuals.
• Assist with ad hoc capital taxes planning.

Skills

Excellent communication skills

Client relationship management

Education

CTA qualification

Job description

A leading consulting firm in Bristol is looking for a personal tax adviser at Assistant Manager level. This client-facing role involves managing a portfolio of high-net-worth clients, ensuring their annual tax compliance, and providing advisory services on capital taxes planning. Candidates must hold a CTA qualification and have experience with HNWIs. The firm fosters career development and offers hybrid working options, making it an attractive opportunity for those seeking growth in their tax advisory careers.