Job Title: Personal Tax Assistant Manager
Location: City of Bristol - flexible working available
Salary: £45,000 - £50,000 (dependent on experience)
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:
CTA qualified
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
Advanced IT skills