Private Client Tax Manager – Compliance & Advisory
The role
We are looking for a manager to join our Private Client Tax team in either Bristol or Taunton. In this role you will manage a varied client portfolio, review complex returns and assist with advisory work: the business sale, the property disposal, the inheritance tax and succession planning. We aim to shape the balance and variety around your strengths and interests, as well as where you want to take your career.
Our clients are the reason the work stays interesting: owner managed businesses, landed estates, professionals, high net worth individuals and families, trusts and estates – many of them are relationships that the firm has held for generations.
As a manager, you will have an important role in a friendly, experienced and genuinely supportive team. You will work closely with partners, directors and colleagues across the firm, and play a real part in shaping how our private client tax offering continues to grow, whilst helping develop those around you.
What you'll be doing
- Acting as main point of contact for a varied portfolio of private clients and manage the service they receive
- Assisting with delivering income tax, capital gains tax and inheritance tax advice on business exits, share transactions, property disposals, succession and estate planning
- Reviewing self-assessment tax returns; overseeing the compliance cycle for your portfolio, with a strong team handling the routine work
- Preparing and reviewing technical tax reports and written advisory work for clients
- Managing HMRC enquiries and disclosures
- Mentoring and supporting ATT and CTA trainees, as well as newly qualified staff
- Advising clients of partners and directors outside of tax, where specialist input is needed
- Business development, including some networking, meeting prospective clients and writing for client publications
- Working alongside colleagues in our audit, business services, farms and estates and financial planning teams to give clients joined up advice
What we need from you
You will:
- Be CTA qualified and/or ACA/ACCA qualified, with strong personal tax experience
- Have experience at a similar level within private client or personal tax
- Be experienced in training and developing others, demonstrating a collaborative approach
- Have excellent people skills and the ability to develop strong working relationships with clients, as well as offer outstanding service
- Be self-motivated with a strong work ethic
If your experience isn't a complete match but you feel you could bring a lot to AG, we'd still encourage you to apply so that we can learn more about you!
What we can give you in return
We offer a fantastic place to work with a competitive and flexible benefits package. This includes:
- A minimum of 25 days holiday which increases with length of service. Plus, the option to buy and sell holiday
- An annual salary review
- Group pension scheme
- A Level 1 Medicash Plan provided to all employees
- Life assurance, which includes access to a smart health app
- An employee assistance programme for you and your family
- One volunteering day per year
- Cinema society discounts
- GymFlex discounts
- Bupa private medical insurance available
- Electric car and cycle to work schemes
About AG
Albert Goodman is a firm of Chartered Accountants, Tax Consultants and Financial Planners, providing high-quality advice to over 5000 local and national businesses and individuals.
We are friendly, fair and forward thinking with a can-do attitude. We collaborate to achieve, and pride ourselves on being trustworthy, progressive and impactful.
Our people are vital to our continued success, and we are always looking to train and develop individuals who could be our future Partners and leaders.
Albert Goodman is committed to encouraging equality, diversity and inclusion amongst our people. We are an equal opportunities employer, as well as a Disability Confident Committed employer. We offer an environment where candidates and colleagues feel valued and ensure that no applicant or employee receives less favourable treatment on the grounds of age, race, religion or belief, disability, gender reassignment, marital status, pregnancy, sex or sexual orientation. We welcome applicants who can bring new perspectives and experiences, that not only help drive our business forward but make this an exciting firm to be part of.
What sets us apart
A career at Albert Goodman can be a varied and rewarding one. We embrace future change and development. By hiring from within and investing in a range of training programmes, we give you the chance to develop and evolve your career, no matter which route you want to take.
We form inclusive relationships that deliver. We celebrate difference and empower people to bring new ideas, solutions, and perspectives.
We make a positive difference to those with whom we work, as well as in our communities and the environment, and were immensely proud to have secured B Corp status in 2023.
We've previously been named the Best Companies number one accountancy firm to work for in the UK, as well as a "World Class Place to Work". To add to the list we've recently been officially certified as a Great Place to Work employer, as voted for by feedback from our people!
Private Client Tax Manager employer: Albert Goodman
At Albert Goodman, we pride ourselves on being a fantastic employer, offering a supportive and inclusive work culture that values diversity and personal growth. With a competitive benefits package, including generous holiday allowances, professional development opportunities, and a commitment to employee well-being, our Yeovil and Taunton offices provide an ideal environment for those looking to make a meaningful impact in the payroll sector, particularly within the NHS and public sectors. Join us to be part of a forward-thinking team that celebrates innovation and collaboration while making a positive difference in our communities.
