Private Client Tax Lead — Hybrid/WFH & Growth Path

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

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.