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Private Client Tax Assistant Manager
- bath, somerset, BA2, United Kingdom
- Permanent·Remote
- Full time
Job Description
Tax specialists Taylor Rose Recruitment are working with a leading firm of Chartered Accountants who are recruiting for a Private Client Tax Assistant Manager to join their team in Bristol.
The information below covers the role requirements, expected candidate experience, and accompanying qualifications.
Suited for a recently ATT/ CTA Qualified individual looking to progress their career with a firm which prides themselves on work/ life balance, career development, and the delivery of exceptional advisory services.
Working with a diverse client base including HNWIs, Directors, Partnerships, Trusts & Estates, involving a mixture of tax advisory, compliance, tax planning, and ad hoc advisory work.
Fantastic remuneration and benefits package, private health insurance, option of WFH, lots of flexibility, and and a progression plan (to Manager/ Senior Manager).
The Role:
Managing a diverse portfolio of clientsPreparation and review of Personal Tax returnsCapital gains tax computationsInheritance taxIdentifying tax planning opportunitiesAssisting the Partners & Senior Management with advisory workReviewing the work of junior staff membersAssisting with ad hoc tax projectsLiaising with HMRC. xwwtmva Dealing with client queries
Benefits Include:
Personal progression planFlexible Working hoursHybrid working arrangement25 Days Holiday + BHThe option to buy/ sell holidaysPrivate Health insuranceCycle to work schemeEmployee Assistance ProgrammeModern work environmentRegular Social events
You:
ATT Qualified/ CTA PQ/ Qualified/ ACA QualifiedStrong Personal/ Private client tax experience within a practice environmentExperience of managing a client portfolio (ideally)Personal tax compliance proficiencyStrong communication skillsUK Resident
If this vacancy doesn't tick the boxes, do get in touch to discuss alternatives, we are working on roles at all levels. Our client base consists of Top 20, Mid Tier, Regional and Independent firms across the UK.
The information below covers the role requirements, expected candidate experience, and accompanying qualifications.
Suited for a recently ATT/ CTA Qualified individual looking to progress their career with a firm which prides themselves on work/ life balance, career development, and the delivery of exceptional advisory services.
Working with a diverse client base including HNWIs, Directors, Partnerships, Trusts & Estates, involving a mixture of tax advisory, compliance, tax planning, and ad hoc advisory work.
Fantastic remuneration and benefits package, private health insurance, option of WFH, lots of flexibility, and and a progression plan (to Manager/ Senior Manager).
The Role:
Managing a diverse portfolio of clientsPreparation and review of Personal Tax returnsCapital gains tax computationsInheritance taxIdentifying tax planning opportunitiesAssisting the Partners & Senior Management with advisory workReviewing the work of junior staff membersAssisting with ad hoc tax projectsLiaising with HMRC. xwwtmva Dealing with client queries
Benefits Include:
Personal progression planFlexible Working hoursHybrid working arrangement25 Days Holiday + BHThe option to buy/ sell holidaysPrivate Health insuranceCycle to work schemeEmployee Assistance ProgrammeModern work environmentRegular Social events
You:
ATT Qualified/ CTA PQ/ Qualified/ ACA QualifiedStrong Personal/ Private client tax experience within a practice environmentExperience of managing a client portfolio (ideally)Personal tax compliance proficiencyStrong communication skillsUK Resident
If this vacancy doesn't tick the boxes, do get in touch to discuss alternatives, we are working on roles at all levels. Our client base consists of Top 20, Mid Tier, Regional and Independent firms across the UK.


