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.
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 advisory 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.