Job Description
Private Client Tax Manager – Compliance
The role
We are looking for a Private Client Tax Manager to join our fantastic Personal Tax team. The Personal Tax team is based in our Bristol, Taunton and Yeovil offices so we would welcome applications for any of these.
This manager role is primarily compliance focused, with responsibility for managing a portfolio of private clients and ensuring their tax affairs are handled accurately, efficiently and to a consistently high standard. You’ll work as part of a collaborative and supportive team, building strong relationships with clients and colleagues.
As a manager, you’ll also play an important part in supporting and developing junior members of the team, helping to maintain a positive working environment and a reputation for quality and care in everything we do.
What you’ll be doing
* Managing a portfolio of private client tax compliance work
* Reviewing personal tax returns to ensure accuracy and technical quality
* Acting as a reliable and approachable point of contact for clients
* Supporting trainees and more junior team members
* Working closely with partners, directors and colleagues within the Personal Tax team
* Helping to ensure deadlines are met and work is delivered efficiently
While the role is compliance led, there may be occasional exposure to advisory work, depending on your experience and interests.
What we need from you
Ideally you will:
* Be ATT and/or CTA qualified
* Have experience of working at a similar level within Private Client/Personal Tax
* Enjoy managing compliance work and maintaining high standards
* Be a collaborative team player
* Be comfortable reviewing work and supporting the development of others
* Have a professional, organised and thoughtful approach to client service
If your experience isn’t a complete match but you feel you could bring a lot to AG, we’d still encourage you to apply so that we can learn more about you!
What we can give you in return
We offer a fantastic place to work with a competitive and flexible benefits package. This includes:
* A minimum of 25 days holiday which increases with length of service. Plus, the option to buy and sell holiday
* An annual salary review
* Group pension scheme
* A Level 1 Medicash Plan provided to all employees
* Life assurance, which includes access to a smart health app
* An employee assistance programme for you and your family
* One volunteering day per year
* Cinema society discounts
* GymFlex discounts
* Bupa private medical insurance available
* Electric car and cycle to work schemes
About AG
Albert Goodman is a firm of Chartered Accountants, Tax Consultants and Financial Planners, providing high-quality advice to over 5000 local and national businesses and individuals.
We are friendly, fair and forward thinking with a can-do attitude. We collaborate to achieve, and pride ourselves on being trustworthy, progressive and impactful.
Our people are vital to our continued success, and we are always looking to train and develop individuals who could be our future Partners and leaders.
Albert Goodman is committed to encouraging equality, diversity and inclusion amongst our people. We are an equal opportunities employer, as well as a Disability Confident Committed employer. We offer an environment where candidates and colleagues feel valued and ensure that no applicant or employee receives less favourable treatment on the grounds of age, race, religion or belief, disability, gender reassignment, marital status, pregnancy, sex or sexual orientation. We welcome applicants who can bring new perspectives and experiences, that not only help drive our business forward but make this an exciting firm to be part of.
What sets us apart
A career at Albert Goodman can be a varied and rewarding one. We embrace future change and development. By hiring from within and investing in a range of training programmes, we give you the chance to develop and evolve your career, no matter which route you want to take.
We form inclusive relationships that deliver. We celebrate difference and empower people to bring new ideas, solutions, and perspectives.
We make a positive difference to those with whom we work, as well as in our communities and the environment, and were immensely proud to have secured B Corp status in 2023.
We’ve previously been named the Best Companies number one accountancy firm to work for in the UK, as well as a “World Class Place to Work”. To add to the list we’ve recently been officially certified as a Great Place to Work employer, as voted for by feedback from our people!