Private Client Tax Manager - Bristol

Taxation; West of England; Hybrid; GBP 55.000 - 65.000; Vollzeit

Zusammenfassung

Taxation Bristol is seeking a CTA-qualified private client tax manager to lead a portfolio of HNW clients. You will oversee annual compliance and advise on ad hoc personal tax planning, capital taxes and succession planning, acting as the primary client contact and coordinating with partners.

Based in Bristol, the role offers homeworking two days a week and flexible hours, with a salary likely to be around £55k–£65k plus benefits and a clear path to Senior Manager.

Qualifikationen

• CTA qualified and currently working as Manager or Assistant Manager in Private Client Tax.
• Experience advising HNWIs on income tax, CGT, IHT and succession planning.
• Strong communication and interpersonal skills for client relationship management.

Aufgaben

• Oversee annual compliance for a broad portfolio of HNWIs.
• Identify and advise on personal tax planning opportunities.
• Undertake capital taxes advisory projects and support networking/marketing initiatives.
• Serve as a key point of contact and collaborate with partners and senior managers.

Kenntnisse

Client relationship management

Tax advisory

Communication skills

Networking

Ausbildung

CTA qualified

Jobbeschreibung

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.