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- Tasks: Manage a diverse private client tax portfolio and identify tax planning opportunities.
- Company: Leading firm of Chartered Accountants in Bristol with a focus on work/life balance.
- Benefits: Fantastic remuneration, hybrid working, private healthcare, and generous pension.
- Why this job: Join a dynamic team and make a real impact on high-net-worth clients.
- Qualifications: CTA Qualified with experience in personal tax and strong client relationship skills.
- Other info: Flexible working hours and excellent career progression opportunities.
The predicted salary is between 36000 - 60000 £ per year.
Tax Specialists Taylor Rose Recruitment are working with a leading firm of Chartered Accountants in Bristol who, due to organic growth, are seeking a Private Client Tax Manager to join their team. An ideal opportunity for a CTA Qualified Personal Tax Assistant Manager looking for the next step up in their career, or Manager looking for an excellent work/life balance. Working with an impressive client portfolio including HNWIs, Directors, Trusts & Estates, involving a mixture of compliance, tax planning and ad hoc advisory work. Fantastic remuneration & benefits package, manager & company bonus, personal progression plan, private healthcare, and lots of flexibility including the option of WFH 3 days a week.
The Role
- Managing a diverse private client tax portfolio
- Identifying tax planning opportunities
- Review of tax compliance
- Provision of advice in areas such as Capital Gains, Trusts & Estates, Property tax & Inheritance tax
- Managing/ supporting the successful delivery of ad hoc tax projects
- Mentoring junior staff
- Leading client meetings
- Building and maintaining strong client relationships.
Benefits
- Progression plan
- Company & Manager bonus
- Hybrid arrangement (option of WFH 3 days a week)
- 35 Hour Working week
- Flexible Working (core hours 10am 4pm)
- Private medical care
- Generous Pension
Private Client Tax Manager in Bristol employer: Taylor Rose Recruitment
Contact Detail:
Taylor Rose Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Manager in Bristol
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend relevant events, and don’t be shy about letting people know you’re on the hunt for a Private Client Tax Manager role. You never know who might have the inside scoop on an opportunity!
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and current tax legislation. We recommend practising common interview questions and scenarios related to managing a diverse private client tax portfolio. Confidence is key!
✨Tip Number 3
Showcase your soft skills! As a Private Client Tax Manager, building strong client relationships is crucial. Be ready to discuss how you've successfully managed client meetings and mentored junior staff in the past.
✨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 are proactive and engaged with our platform.
We think you need these skills to ace Private Client Tax Manager in Bristol
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Private Client Tax Manager role. Highlight your CTA qualifications and any relevant experience with HNWIs, trusts, and estates to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role and how your background in tax planning and compliance can benefit our team. Keep it engaging and personal!
Showcase Your Soft Skills: We love candidates who can build strong client relationships and mentor junior staff. Make sure to include examples of how you've successfully led client meetings or supported your team in previous roles.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any updates from us!
How to prepare for a job interview at Taylor Rose Recruitment
✨Know Your Tax Stuff
Make sure you brush up on your knowledge of tax compliance and planning, especially in areas like Capital Gains and Inheritance tax. Be ready to discuss specific cases or scenarios where you've successfully navigated these topics.
✨Showcase Your Client Management Skills
Since the role involves building strong client relationships, prepare examples of how you've managed client portfolios in the past. Highlight any experiences where you've identified tax planning opportunities or provided valuable advice.
✨Demonstrate Leadership Qualities
As a Private Client Tax Manager, you'll be mentoring junior staff and leading meetings. Think of instances where you've taken charge or supported team members, and be ready to share those stories during the interview.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to tax planning and their client portfolio. This shows your genuine interest in the role and helps you gauge if the company culture aligns with your values, especially regarding work/life balance.
