Job Title: Personal Tax Assistant Manager
Location: City of Bristol - flexible working available
The Role:
I am seeking a proactive and driven Personal Tax Assistant Manager to take ownership of the personal tax compliance cycle while building lasting client relationships across my client's diverse portfolio of individuals, trusts, partnerships, and LLPs. This isn't just about compliance - you'll be providing strategic tax advice that genuinely impacts their clients' lives, particularly within the fascinating world of landed estates and rural businesses.
Your day-to-day will include:
* Manage your own diverse client portfolio
* Deliver comprehensive personal tax compliance services from start to finish
* Provide tailored advisory services including inheritance tax planning, capital gains tax strategies, and international tax guidance
* Specialise in land-based tax issues and rural business complexities
* Mentor team members through on-the-job training opportunities
* Deliver bespoke tax planning solutions across inheritance tax, capital gains, and trust planning
* Navigate complex international tax aspects for high-net-worth individuals
* Develop innovative strategies tailored to each client's unique circumstances
The Individual:
* Strong background in personal tax compliance delivery and management
* Positive, enthusiastic attitude with high motivation and commitment
* Exceptional organisational and prioritisation abilities
* Confident communicator comfortable with colleagues, partners, and clients
* Self-motivated individual who thrives as part of a collaborative team
* Meticulous attention to detail with ability to meet tight deadlines
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