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- Tasks: Manage a portfolio of high-profile private clients and their tax compliance.
- Company: Leading Private Client team in Bristol with a strong reputation.
- Benefits: Competitive salary, hybrid working, and excellent career progression opportunities.
- Why this job: Join a dynamic team and make a real impact on wealthy clients' financial success.
- Qualifications: CTA qualification and experience with HNWIs required.
- Other info: Supportive environment with early responsibility and growth potential.
The predicted salary is between 45000 - 55000 £ 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 grade.
Responsibilities
- Take responsibility for a portfolio of private clients, managing key relationships and handling their annual personal tax compliance.
- Assist with ad hoc capital taxes planning where appropriate.
- Maintain a high level of client service, with strong communication and relationship management skills.
Qualifications
- CTA qualification is a pre-requisite.
- Demonstrable experience advising HNWIs on income tax, CGT and IHT.
- Some knowledge of trusts would be helpful.
- Experience advising UK resident non-domiciles on residence, remittance and the SRT would be useful.
Benefits / Opportunity
- Strong track-record of supporting and developing staff.
- Early responsibility, an agile working culture and opportunities to progress to Manager and Senior Manager.
- Based in Bristol with hybrid working 2-3 days a week if one wishes.
- Salary dependent on experience, in the region £45,000 - £55,000.
Personal Tax Assistant Manager - Bristol employer: Taxation
Contact Detail:
Taxation Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Assistant Manager - Bristol
✨Tip Number 1
Network like a pro! Reach out to your connections in the tax and finance sectors, especially those who might know about opportunities in Bristol. A friendly chat can sometimes lead to job openings that aren't even advertised!
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of personal tax compliance and capital taxes planning. We want you to feel confident discussing your experience with HNWIs and non-doms, so practice makes perfect!
✨Tip Number 3
Showcase your soft skills! Strong communication and relationship management are key in this role. Think of examples from your past experiences where you've excelled in client service and be ready to share them during interviews.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Personal Tax Assistant Manager - Bristol
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Personal Tax Assistant Manager role. Highlight your experience with HNWIs and any relevant qualifications like your CTA. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about private client tax work and how you can contribute to our team in Bristol. Keep it engaging and personal – we love a good story!
Showcase Your Communication Skills: Since strong communication is key in this role, make sure your application reflects that. Use clear and concise language, and don’t shy away from showing your personality. We want to know who you are beyond the numbers!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen to join our team at StudySmarter!
How to prepare for a job interview at Taxation
✨Know Your Tax Stuff
Make sure you brush up on your knowledge of income tax, CGT, and IHT. Since the role involves advising HNWIs, being able to discuss these topics confidently will show that you're the right fit for the Personal Tax Assistant Manager position.
✨Showcase Your Client Management Skills
Prepare examples of how you've successfully managed client relationships in the past. Highlight your communication skills and how you've maintained high levels of client service, as this is crucial for the role.
✨Understand the Non-Dom Landscape
Familiarise yourself with the specifics of advising UK resident non-domiciles, including residence, remittance, and the SRT. Being able to discuss these areas will demonstrate your readiness to handle the complexities of the role.
✨Ask Insightful Questions
Prepare thoughtful questions about the team culture, growth opportunities, and the types of clients you'll be working with. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
