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. 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 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.
Dealing with client queries 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. TPBN1_UKTJ
Private Client Tax Assistant Manager in London employer: Taylor Rose Recruitment Ltd
Join a leading firm in Milton Keynes that prioritises work-life balance and employee growth, offering an excellent remuneration package alongside extensive benefits. With a focus on professional development, including a clear progression plan to managerial roles, this company fosters a supportive work culture where you can thrive while managing a diverse portfolio of clients. Enjoy the flexibility of hybrid working arrangements and generous holiday entitlements, making it an ideal place for ambitious ACA/ACCA qualified professionals looking to advance their careers.
Contact Details:
Taylor Rose Recruitment Ltd Recruitment Team
