Private Client Tax Manager - Bristol

Howells Consulting Ltd; Bristol; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

A leading consultancy firm in Bristol is seeking a Personal Tax Adviser at Manager grade to manage high-profile clients' tax compliance. The role requires excellent communication skills and a CTA qualification, providing early responsibility and opportunities for progression. Hybrid working is available as part of the job offering.

Benefits

Agile working culture

Career progression opportunities

Early responsibility

Qualifications

• Experience advising HNWIs on income tax, CGT, and IHT.
• Some knowledge of trusts is helpful.
• Experience advising UK resident non domiciles on residence and remittance.

Responsibilities

• Manage a portfolio of private clients and their tax compliance.
• Handle key client relationships and communications.
• Assist with ad hoc capital taxes planning.

Skills

Client relationship management

Excellent communication

Tax compliance knowledge

Education

CTA qualification

Job description

Overview

Handle high quality private client tax work for new-money entrepreneurs, wealthy families, non doms and landed wealth. Take your career to the next level with one of Bristol's leading Private Client teams.

Our client maintains a high profile in the Private Client field and acts for an enviable client list of HNW and UHNW individuals. They are growing their team in Bristol and are keen to appoint an additional personal tax adviser at Manager grade.

Responsibilities

With the support of experienced Directors and Partners, the incoming individual will take responsibility for a portfolio of private clients, managing key relationships and handling their annual personal tax compliance. Scope also exists to assist with ad hoc capital taxes planning.

Very much a client-facing role, the individual will require excellent communication and client relationship management skills.

Qualifications

The CTA qualification is a pre-requisite, along with demonstrable experience of advising HNWIs on income tax, CGT and IHT. Some knowledge of trusts would be helpful and experience of advising UK resident non domiciles on residence, remittance and the SRT, would be useful.

What’s on offer

In return, our client has built a strong track-record of supporting and developing its staff. They offer early responsibility, an agile working culture and the opportunity to progress on to Senior Manager grade.

Based in Bristol, the firm offers hybrid working 2-3 days a week if one wishes. Ref 5161

How to apply

To find out more and to request a full job description, please email [e-mail]

Alternatively, simply apply below: