At a Glance
- Tasks: Manage a portfolio of private clients and prepare personal tax returns.
- Company: Join an established practice firm in North Somerset's Personal Tax team.
- Benefits: Enjoy flexible working arrangements and ongoing professional development opportunities.
- Other info: The role is primarily office-based but offers flexibility for work-life balance.
- Why this job: Make a real impact while building strong client relationships.
- Qualifications: Strong experience in private client or personal tax is essential.
The predicted salary is between 55000 - 65000 £ per year.
Location: North Somerset
Job Type: Full-time (Flexible Working Considered)
Overview
I am on the lookout for a talented Private Client Tax Manager to join one of my established practice firms Personal Tax team. This is an excellent opportunity to work with a diverse portfolio of clients, ranging from SME business owners to high-net-worth individuals. You'll have the chance to build strong client relationships, provide valuable tax advice, and work closely with experienced colleagues in a supportive and collaborative environment.
What You'll Be Doing
- Managing your own portfolio of private clients, with support from senior stakeholders.
- Preparing and reviewing personal tax returns and computations within agreed deadlines.
- Building trusted adviser relationships with clients and delivering exceptional client service.
- Taking ownership of the tax return process, proactively managing workloads and priorities.
- Handling a variety of tax matters, including disclosures, HMRC enquiries, international tax administration, and other ad hoc assignments.
- Supporting the delivery of tax planning and advisory work.
- Contributing to the ongoing development and improvement of processes within the tax team.
- Collaborating with colleagues across the wider business to provide the best outcomes for clients.
What We're Looking For
- Strong experience in private client or personal tax.
- Confidence managing a client portfolio and working independently.
- Excellent communication and relationship‑building skills.
- A proactive and organised approach to work.
- Experience preparing tax planning advice letters and reports would be advantageous.
- A commitment to delivering outstanding client service.
What’s On Offer
- Exposure to a wide variety of clients and tax matters.
- A high level of autonomy and responsibility.
- Ongoing support, training, and professional development opportunities.
- A collaborative and approachable team culture.
- Flexible working arrangements, including consideration of reduced hours and job‑share opportunities.
Work Environment
My client believes their team works best when they are together, so this role is primarily office‑based. However, flexibility is an important part of the firm’s culture, and they are committed to helping their people achieve a healthy work‑life balance.
We’re Hiring
If you’re looking for a role where you can make a real impact, develop your expertise, and grow your career within a supportive team, I’d love to hear from you!
Private Client Tax Manager in Bridgwater employer: Element Recruitment Ltd
This North Somerset firm offers a collaborative team culture and supports flexible working arrangements. Employees benefit from ongoing training and exposure to diverse tax matters, enhancing their professional growth.
