Private Client Tax Senior Manager

Tax Specialists Taylor Rose Recruitment just been instructed on a fantastic Private Client Tax Manager or Senior Manager opportunity on behalf of our client, a progressive firm in Central Bristol.

Perfect for a CTA qualified individual looking for the next step up in their career, lots of flexibility and an excellent work life balance.

Working with an entrepreneurial client portfolio (including HNWIs, Entrepreneurs, Business Owners, Trusts & Family Estates) involving a mixture of tax planning, advisory, compliance and ad hoc advisory work.

Extensive benefits package, manager & company bonus, private medical insurance, option of WFH, lots of flexibility and a personal progression plan.

Part time considered, more information below:

The Role:

Managing a diverse private client tax portfolio
Identifying tax planning opportunities
Tax planning
Provision of advice in areas such as Capital Gains, Trusts & Estates, & Inheritance tax
Review of tax compliance
Managing/ supporting the successful delivery of ad hoc tax projects
Mentoring junior staff
Clent meetings
Building strong client relationships.

You:

CTA Qualified
Ideally experience of working with HNWIs & Business Owners
Significant private client/ personal tax expertise
Excellent communication & management skills
UK Resident

Benefits:

Personal Progression Plan to Director
Company & Manager bonus
Hybrid arrangement (option of WFH 3 days a week)
Private Medical Insurance
Flexible Working (core hours 10am - 4pm)
Option to Buy/ Sell Holiday
Part time considered
Good transport links (close to station)
Generous Pension
Cycle to work scheme
Part time considered
Social events

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 & Ireland.

Job Types: Full-time, Part-time, Permanent

Pay: £60,000.00-£75,000.00 per year

Additional pay:
Bonus scheme
Yearly bonus
Benefits:
Additional leave
Company pension
Cycle to work scheme
Enhanced maternity leave
Enhanced paternity leave
Health & wellbeing programme
Life insurance
On-site parking
Private medical insurance
Profit sharing
Sick pay
Transport links
Work from home
Schedule:
Flexitime
Monday to Friday

Licence/Certification:
CTA Qualification (preferred)

Work authorisation:
United Kingdom (required)

Work Location: Hybrid remote in Bristol BS1 6QF

Reference ID: ET934