Private Client Tax Manager

Taylor Rose Recruitment; Bristol; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading recruitment agency is looking for a Private Client Tax Manager in Bristol. This role offers an exciting opportunity to manage a wide-ranging private client tax portfolio and to build strong client relationships. Candidates should be CTA qualified with experience in tax compliance and planning. The position features an excellent benefits package, including hybrid working options with the potential to work from home 3 days a week, fostering a great work/life balance.

Benefits

Progression plan

Company & Manager bonus

Hybrid arrangement (WFH 3 days a week)

Flexible working hours

Private medical care

Generous pension

Qualifications

• Experience managing a private client tax portfolio.
• Knowledge in Capital Gains, Trusts & Estates, Property tax & Inheritance tax.
• Ability to identify tax planning opportunities.

Responsibilities

• Manage a diverse private client tax portfolio.
• Identify tax planning opportunities.
• Review tax compliance and provide advice.
• Lead and mentor junior staff.
• Build and maintain strong client relationships.

Skills

Tax compliance management

Tax planning

Client relationship building

Mentoring junior staff

Education

CTA Qualified

Job description

Overview

Tax Specialists Taylor Rose Recruitment are working with a leading firm of Chartered Accountants in Bristol who, due to organic growth, are seeking a Private Client Tax Manager to join their team.

An ideal opportunity for a CTA Qualified Personal Tax Assistant Manager looking for the next step up in their career, or Manager looking for an excellent work/ life balance.

Working with an impressive client portfolio including HNWIs, Directors, Trusts & Estates, involving a mixture of compliance, tax planning and ad hoc advisory work.

Fantastic remuneration & benefits package, manager & company bonus, personal progression plan, private healthcare, and lots of flexibility including the option of WFH 3 days a week.

The Role

• Managing a diverse private client tax portfolio
• Identifying tax planning opportunities
• Review of tax compliance
• Provision of advice in areas such as Capital Gains, Trusts & Estates, Property tax & Inheritance tax
• Managing/ supporting the successful delivery of ad hoc tax projects
• Mentoring junior staff
• Leading client meetings
• Building and maintaining strong client relationships.

Benefits

• Progression plan
• Company & Manager bonus
• Hybrid arrangement (option of WFH 3 days a week)
• 35 Hour Working week
• Flexible Working (core hours 10am 4pm)
• Private medical care
• Generous Pension
• Cycle to wor...