Tax Specialists Taylor Rose Recruitment are working with a leading firm of Chartered Accountants in Bristol who, due to organic growth, are seeking a Private Client Tax Manager to join their team.

An ideal opportunity for a CTA Qualified Personal Tax Assistant Manager looking for the next step up in their career, or Manager looking for an excellent work/ life balance.

Working with an impressive client portfolio including HNWIs, Directors, Trusts & Estates, involving a mixture of advisory, tax planning, compliance and ad hoc project work.

Fantastic remuneration & benefits package, manager & company bonus, private healthcare, lots of flexibility, the option of WFH 3 days a week, and personal progression plan (to Director).

The Role:

Managing a diverse private client tax portfolio

Identifying tax planning opportunities

Review of tax compliance

Provision of advice in areas such as Capital Gains, Trusts & Estates, Property tax & 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

Company & Manager bonus

Hybrid arrangement (option of WFH 3 days a week)

35 Hour Working week

Flexible Working (core hours 10am – 4pm)

Private medical care

Generous Pension

Cycle to work scheme

Social events

Part time considered

You:

CTA Qualified

ATT/ CTA PQ also considered

Ideally experience of working with HNWIs, Trusts and Estates

Significant UK private client/ personal tax expertise

Excellent 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.