Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage a portfolio of high-net-worth clients and their personal tax compliance.
- Company: Join one of Bristol's top Private Client teams with a stellar reputation.
- Benefits: Enjoy hybrid working options and early responsibility in your career.
- Why this job: Be part of a supportive culture that values growth and client relationships.
- Qualifications: CTA qualification required, with experience advising high-net-worth individuals.
- Other info: Salary ranges from £45,000 to £60,000 based on experience.
The predicted salary is between 36000 - 60000 £ per year.
Take your career to the next level with one of Bristol\’s leading Private Client teams.
Handle high quality private client tax work for new-money entrepreneurs, wealthy families, non doms and landed wealth.
Our client maintains a high profile in the Private Client field and acts for an enviable client list of HNW and UHNW individuals. They are growing their team in Bristol and are keen to appoint an additional personal tax adviser at Assistant Manager or Manager grade.
With the support of experienced Directors and Partners, the incoming individual will take responsibility for a portfolio of private clients, managing key relationships and handling their annual personal tax compliance. Scope also exists to assist with ad hoc capital taxes planning.
Very much a client-facing role, the individual will require excellent communication and client relationship management skills.
The CTA qualification is a pre-requisite, along with demonstrable experience of advising HNWIs on income tax, CGT and IHT. Some knowledge of trusts would be helpful and experience of advising UK resident non domiciles on residence, remittance and the SRT, would be useful.
In return, our client has built a strong track-record of supporting and developing its staff. They offer early responsibility, an agile working culture and the opportunity to progress on to Manager and Senior Manager grades.
Based in Bristol, the firm offers hybrid working 2-3 days a week if one wishes.
Salary dependent on experience and grade (AM or Manager entry) but in the region £45,000 – £60,000. Ref 5096
To find out more and to request a full job description, please emailmichaelhowells@howellsconsulting.co.uk
Alternatively, simply apply below:
#J-18808-Ljbffr
Personal Tax Assistant Manager / Manager - Bristol employer: Howells Consulting Ltd
Contact Detail:
Howells Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Assistant Manager / Manager - Bristol
✨Tip Number 1
Network with professionals in the private client tax sector, especially those who work with HNW and UHNW individuals. Attend industry events or webinars to connect with potential colleagues and learn more about the specific challenges they face.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in personal tax, particularly those affecting non-domiciles and capital taxes. This knowledge will not only boost your confidence but also demonstrate your commitment to staying updated in this dynamic field.
✨Tip Number 3
Prepare to showcase your client relationship management skills during interviews. Think of specific examples where you've successfully managed client expectations or resolved complex issues, as this role is heavily client-facing.
✨Tip Number 4
Research the firm’s culture and values to align your approach during discussions. Understanding their emphasis on staff development and agile working can help you articulate how you would fit into their team and contribute positively.
We think you need these skills to ace Personal Tax Assistant Manager / Manager - Bristol
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Personal Tax Assistant Manager or Manager. Familiarise yourself with the specific requirements mentioned in the job description, such as experience with HNWIs and knowledge of tax compliance.
Tailor Your CV: Customise your CV to highlight relevant experience and skills that align with the job. Emphasise your qualifications, particularly the CTA qualification, and any experience you have advising on income tax, CGT, and IHT.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the firm. Mention your client relationship management skills and how they will benefit the team. Be sure to express your interest in working with high-net-worth individuals.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for any spelling or grammatical errors, and ensure that all information is clear and concise. A polished application reflects your attention to detail.
How to prepare for a job interview at Howells Consulting Ltd
✨Know Your Tax Regulations
Make sure you're well-versed in the latest personal tax regulations, especially those affecting high-net-worth individuals. Brush up on income tax, capital gains tax, and inheritance tax, as these will likely come up during your interview.
✨Demonstrate Client Relationship Skills
Since this role is client-facing, be prepared to discuss your experience in managing client relationships. Share specific examples of how you've successfully communicated with clients and handled their needs in previous roles.
✨Highlight Relevant Qualifications
Ensure you mention your CTA qualification and any other relevant certifications. Discuss how your qualifications have equipped you to advise clients effectively, particularly in areas like trusts and non-domicile taxation.
✨Show Enthusiasm for Growth
Express your eagerness to grow within the firm. Talk about your career aspirations and how you see yourself progressing to Manager or Senior Manager grades, aligning your goals with the company's commitment to staff development.
