Private Client Tax Manager

Tax specialists Taylor Rose Recruitment are working with a leading firm of Chartered Accountants who are recruiting for a Private Client Tax Manager to join their team in Bristol. Below, you will find a complete breakdown of everything required of potential candidates, as well as how to apply Good luck.

An excellent opportunity for an ACA and/ or CTA Qualified individual looking to progress their career with a firm which prides themselves on work-life balance, career development, and the delivery of exceptional advisory services.

Managing a diverse client portfolio (HNWIs, Directors, Partnerships, Trusts & Estates) involving a mixture of tax advisory, compliance, tax planning, and ad hoc project work. Fantastic remuneration and benefits package, private healthcare, option of WFH, lots of flexibility, supportive team culture and a personal progression plan (to Director).

The Role

Managing a diverse private client tax portfolio Identifying tax planning opportunities Tax planning Tax advisory work Review of tax compliance Provision of advice in areas such as Capital Gains & Inheritance tax Managing/ supporting the successful delivery of ad hoc tax projects Mentoring junior staff Leading client meetings Building and maintaining strong client relationships.

Benefits Include

Progression Plan to Director Flexible Working hours Hybrid working arrangement 25 Days Holiday BH The option to buy/ sell holidays Private Health insurance Cycle to work scheme Employee Assistance Programme Modern work environment Regular Social events You: CTA Qualified (ideally) ATT Qualified/ CTA PQ/ ACA Qualified also considered Strong Personal/ Private client tax experience within a practice environment Experience of managing a client portfolio Strong communication skills UK Resident If this vacancy doesn't tick the boxes, do get in touch to discuss alternatives, we are working on roles at all levels.

Our client base consists of Top 20, Mid Tier, Regional and Independent firms across the UK.

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