Private Client Tax Manager - Bristol

Taxation; West of England; Hybrid; GBP 55,000 - 65,000; Full time

Benefits offered by this job

Homeworking two days a week

Flexible hours

Job summary

Taxation Bristol is seeking a CTA-qualified private client tax professional to manage a portfolio of HNW clients in a growing firm in Bristol. You will oversee annual compliance and advise on personal tax planning opportunities, working closely with partners and senior managers.

The role includes capital taxes advisory projects and involvement in networking and marketing initiatives. The ideal candidate has demonstrable experience advising HNWIs on income tax, CGT, IHT and succession planning,

Qualifications

• CTA qualified and currently working in a Private Client Tax team.
• Experience advising HNWIs on income tax, CGT, IHT and succession planning.
• Strong communication and interpersonal skills.
• Based in Bristol with homeworking two days a week and flexible hours.

Responsibilities

• Oversee annual tax compliance for a portfolio of HNW clients.
• Identify and advise on ad hoc personal tax planning opportunities.
• Undertake capital taxes advisory projects for clients and families.
• Assist with networking and marketing initiatives to grow the practice.

Skills

CTA qualified

Private Client Tax

HNW clients

Education

CTA Qualification

Job description

A great opportunity to join one of Bristol’s leading, independent accountancy firms at an exciting time in its growth.

Our client has built a strong reputation in the Private Client field, acting for an impressive HNW client list of new-money entrepreneurs, business owners, multi-generational families and landed wealth. Demand for their personal tax expertise continues to grow and they are now keen to appoint an additional CTA at Manager level.

You will join a thriving and growing team in Bristol. Performing very much a client-facing role as a key point of contact, you’ll take responsibility for a broad portfolio of HNWIs and their families. You’ll oversee their annual compliance, as well as identifying and advising on ad hoc personal tax planning opportunities. Working closely with senior managers and partners, you’ll undertake capital taxes advisory projects and also have the opportunity to assist with networking and marketing initiatives.

You’ll need to be CTA qualified and currently working either as a Manager or Assistant Manager in a respected Private Client Tax team. You’ll be looking for the next step in your career and be keen to join a supportive environment where you’ll be encouraged to develop your technical and non-technical skills.

Demonstrable experience of advising HNWIs on income tax, CGT, IHT and succession planning is essential. You’ll also need strong communication and interpersonal skills as this is a key client relationship management role.

Based in Bristol, the role offers homeworking two days a week, as well as flexible hours. Salary will be dependent on experience but is likely to be c.£55k-£65k + Bens. Genuine scope exists to progress on to Senior Manager grade.