Private Client Tax Manager: Advisory & Compliance

Albert Goodman LLP; Taunton; On-site; GBP 70,000 - 90,000; Full time

Benefits offered by this job

25 days holiday

Annual salary review

Medicash plan

Life assurance

Employee assistance programme

Volunteer day

Cinema discounts

GymFlex discounts

Bupa private medical insurance

Electric car scheme

Cycle to work

Job summary

Albert Goodman LLP is seeking a Private Client Tax Manager to join our Private Client Tax team in Bristol or Taunton. You will manage a diverse client portfolio, review complex returns, and contribute to advisory work including business exits and estate planning.

You will mentor ATT and CTA trainees, collaborate across tax and allied service lines, and help shape growth of our private client tax offering. Competitive salary and flexible benefits are on offer.

Qualifications

• CTA or ACA/ACCA qualification with strong personal tax experience.
• Experience at a similar level within private client or personal tax.
• Experience training and developing others with a collaborative approach.

Responsibilities

• Main point of contact for a varied portfolio of private clients and manage the service they receive.
• Deliver income tax, capital gains tax and inheritance tax advice on business exits, share transactions, property disposals, succession and estate planning.
• Review self-assessment tax returns; oversee the compliance cycle for your portfolio, with a strong team handling the routine work.
• Prepare and review technical tax reports and written advisory work for clients.
• Manage HMRC enquiries and disclosures.
• Mentor and support ATT and CTA trainees, as well as newly qualified staff.
• Advise clients of partners and directors outside of tax, where specialist input is needed.
• Business development, including networking, meeting prospective clients and writing for client publications.
• Collaborate with audit, business services, farms and estates and financial planning teams to give clients joined up advice.

Skills

Personal tax experience

Training & mentoring

Education

CTA/ACA/ACCA qualified

Job description

Albert Goodman LLP is seeking a Private Client Tax Manager to join our Private Client Tax team in Bristol or Taunton. You will manage a diverse client portfolio, review complex returns, and contribute to advisory work including business exits and estate planning.

You will mentor ATT and CTA trainees, collaborate across tax and allied service lines, and help shape growth of our private client tax offering. Competitive salary and flexible benefits are on offer.