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Private client tax - manager

Bristol (City of Bristol)
SW Group
Tax manager
Posted: 18 July
Offer description

Job Description What will you be doing? We're seeking a talented individual to join our Private Client Tax team in Bristol This role will provide tax compliance and advisory services for a wide range of private clients - individuals, trusts, private companies and family offices. Oliver Morgan Crosby Head of Private Client Tax in Bristol recorded an audio clip discussing the Bristol Private Client Team Oliver also shares what she believes makes S&W a great place to work and what you can expect as a part of our team. Click. here to listen. As A Private client tax manger, your responsibilities will include among others Responsible for a portfolio of clients which may including sole traders, partners, HNWIs, non UK domiciliaries, non UK residents, partnerships and trusts Identifying possible advisory possibilities and opportunities for the clients and managing these projects Liaison with Partners, demonstrating strong management skills, Duties include Appraisals/monitor staff performance, On the job training for junior staff on a one-to-one basis, Dealing with staff questions Managing the administration of the portfolio of clients. Ensuring all aspects of compliance, accounts, tax returns and tax computations Preparing reports for clients, attending client meetings, and responding to ad-hoc questions and inquiries regarding their personal tax affairs. Give exceptional client service and be responsible for maintaining regular contact with client team

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