Private Client Tax Manager - Hybrid, Flexible Hours, Growth

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

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,