Private Client Tax Lead - Hybrid & Progression Path

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

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.