Private Client Tax Manager

Taylor Rose Recruitment; Bristol; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

A leading firm of Chartered Accountants in Bristol seeks a Private Client Tax Manager. The role offers the chance to manage a diverse tax portfolio and includes bonuses, a private medical plan, and the opportunity for flexible working, including 3 days WFH. Ideal for a CTA qualified individual aiming for career progression in a supportive environment.

Benefits

Company & Manager bonus

Hybrid arrangement (option of WFH 3 days a week)

Private medical care

Generous Pension

Progression plan

Flexible Working

Qualifications

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

Responsibilities

• Manage a diverse private client tax portfolio.
• Identify tax planning opportunities.
• Review tax compliance.
• Provide advice on Capital Gains and Inheritance tax.
• Mentor junior staff.
• Lead client meetings.

Skills

Tax planning

Tax compliance

Client relationship management

Mentoring

Education

CTA Qualification

Job description

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 medical, 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