Private Client Tax Assistant Manager

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).

Managing a diverse portfolio of clientsPreparation and review of Personal Tax returnsCapital gains tax computationsInheritance taxIdentifying tax planning opportunitiesAssisting the Partners & Senior Management with advisory workReviewing the work of junior staff membersAssisting with ad hoc tax projectsLiaising with HMRC.Dealing with client queries

Personal progression planFlexible Working hoursHybrid working arrangement25 Days Holiday + BHThe option to buy/ sell holidaysPrivate Health insuranceCycle to work schemeEmployee Assistance ProgrammeModern work environmentRegular Social events

ATT Qualified/ CTA PQ/ Qualified/ ACA QualifiedStrong Personal/ Private client tax experience within a practice environmentExperience of managing a client portfolio (ideally)Personal tax compliance proficiencyStrong communication skillsUK Resident