Private Client Tax Manager

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, personal progression plan, private healthcare, and lots of flexibility including the option of WFH 3 days a week.

• 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.

• 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