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 advisory, tax planning, compliance and ad hoc project work.
Fantastic remuneration & benefits package, manager & company bonus, private healthcare, lots of flexibility, the option of WFH 3 days a week, and personal progression plan (to Director).
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
Building and maintaining strong client relationships. Progression plan
Company & Manager bonus
Hybrid arrangement (option of WFH 3 days a week)
Flexible Working (core hours 10am 4pm)
Private medical care
Generous Pension
Cycle to work scheme
Social events
Part time considered
Significant UK private client/ personal tax expertise