Private Client Tax Assistant Manager
Listed on 2026-09-16
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Finance & Banking
Tax Manager, Tax Advisor, Accounting & Finance, Tax Accountant -
Accounting
Tax Manager, Tax Advisor, Accounting & Finance, Tax Accountant
Tax specialists Taylor Rose Recruitment are working with a leading firm of Chartered Accountants who are recruiting for a Private Client Tax Assistant Manager to join their team in Bristol.
Suited for a recently ATT/ 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.
Working with a diverse client base including 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 health insurance, option of WFH, lots of flexibility, and and a progression plan (to Manager/ Senior Manager).
The RoleManaging a diverse portfolio of clients
Preparation and review of Personal Tax returns
Capital gains tax computations
Inheritance tax Identifying tax planning opportunities
Assisting the Partners & Senior Management with advisory work Reviewing the work of junior staff members
Assisting with ad hoc tax projects
Liaising with HMRC.Dealing with client queries
Personal progression plan Flexible Working hours
Hybrid working arrangement
25 Days Holiday + BHThe option to buy/ sell holidays
Private Health insurance
Cycle to work scheme
Employee Assistance Programme Modern work environment
Regular Social events
ATT Qualified/ CTA PQ/ Qualified/ ACA Qualified Strong Personal/ Private client tax experience within a practice environment
Experience of managing a client portfolio (ideally)
Personal tax compliance proficiency
Strong communication skillsUK Resident
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