At a Glance
- Tasks: Manage diverse client portfolios and provide tax advisory services.
- Company: Leading firm of Chartered Accountants with a focus on work/life balance.
- Benefits: Flexible working hours, private health insurance, and 25 days holiday.
- Other info: Dynamic environment with regular social events and career development opportunities.
- Why this job: Join a supportive team and progress your career in tax advisory.
- Qualifications: ATT/CTA qualified with strong personal tax experience.
The predicted salary is between 51750 - 63250 £ per year.
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. The information below covers the role requirements, expected candidate experience, and accompanying qualifications.
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 a progression plan (to Manager/ Senior Manager).
The Role:
- Managing 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
Benefits Include:
- Personal progression plan
- 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:
- 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 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.
Private Client Tax Assistant Manager in Bristol employer: Confidential
As a leading employer in the data centre operations sector, we offer an exceptional work environment that prioritises employee growth and development. Our collaborative culture fosters innovation and accountability, while our commitment to safety and operational excellence ensures that you will be part of a team that values your contributions. With opportunities for international travel and the chance to lead critical operations across the EMEA region, this role provides a unique platform for impactful leadership and career advancement.
