I'm looking for an enthusiastic tax professional to join my clients Private Client Tax team, supporting a portfolio of trusts, estates and high-net-worth clients. This is an opportunity to take ownership of a diverse portfolio, providing trust accounting, tax compliance and advisory services while building strong relationships with trustees, beneficiaries and professional advisers. You'll work on a broad range of matters, from trust accounts and tax returns through to inheritance tax planning, estate administration support and succession planning projects. You will also have an opportunity to manage your own client portfolio, and support the development of junior team members, whilst contributing to the continued success and growth of the team. Job Title: Private Client Tax Assistant Manager Location: City of Bristol - hybrid working model Salary: Β£42,000 - Β£48,000 (DOE) + benefits Day-to-day responsibilities: Managing a portfolio of trust and estate clients, acting as a key point of contact for trustees, beneficiaries and professional advisers Reviewing and overseeing the preparation of annual trust accounts and trust tax returns Reviewing personal tax returns and supporting more complex compliance matters Preparing and reviewing inheritance tax returns, capital gains tax com...
Private Client Tax Assistant Manager employer: Insite Public Practice Recruitment Limited Careers
Join a leading firm in Leatherhead, Surrey, where you will be part of an award-winning Private Client team dedicated to delivering exceptional service to high-net-worth individuals. With flexible working options, a supportive work culture, and ample opportunities for professional growth, this role not only offers competitive remuneration but also the chance to engage with complex tax issues and mentor junior staff, making it a truly rewarding career choice.
Contact Details:
Insite Public Practice Recruitment Limited Careers Recruitment Team