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 compliance, tax planning and ad hoc advisory work.

Fantastic remuneration & benefits package, manager & company bonus, private medical, personal progression plan, and lots of flexibility including the option of WFH 3 days a week.

The Role:

Managing a diverse private client tax portfolioIdentifying tax planning opportunitiesReview of tax complianceProvision of advice in areas such as Capital Gains, Trusts & Estates, Property tax & Inheritance taxManaging/ supporting the successful delivery of ad hoc tax projectsMentoring junior staffLeading client meetingsBuilding and maintaining strong client relationships.

Benefits:

Progression planCompany & Manager bonusHybrid arrangement (option of WFH 3 days a week)35 Hour Working weekFlexible Working (core hours 10am - 4pm)Private medical careGenerous PensionCycle to work schemeSocial eventsPart time considered

You:

CTA QualifiedATT/ CTA PQ also consideredIdeally experience of working with HNWIs, Trusts and EstatesSignificant UK private client/ personal tax expertiseExcellent communication skillsUK 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.