Private Client Tax Manager

Tax specialists Taylor Rose Recruitment are working with a leading firm of Chartered Accountants who are recruiting for a Private Client Tax Manager to join their team in Bristol. An excellent opportunity for an ACA and/ or 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. Managing a diverse client portfolio (HNWIs, Directors, Partnerships, Trusts & Estates) involving a mixture of tax advisory, compliance, tax planning, and ad hoc project work. Fantastic remuneration and benefits package, private healthcare, option of WFH, lots of flexibility, supportive team culture and a personal progression plan (to Director). The Role: Managing a diverse private client tax portfolio

Identifying tax planning opportunities

Tax planning

Tax advisory work

Review of tax compliance

Provision of advice in areas such as Capital Gains & Inheritance tax

Managing/ supporting the successful delivery of ad hoc tax projects

Mentoring junior staff

Leading client meetings

Building and maintaining strong client relationships. Benefits Include: Progression Plan to Director

Flexible Working hours

Hybrid working arrangement

25 Days Holiday + BH

The option to buy/ sell holidays

Private Health insurance

Cycle to work scheme

Employee Assistance Programme

Modern work environment

Regular Social events You: CTA Qualified (ideally)

ATT Qualified/ CTA PQ/ ACA Qualified also considered

Strong Personal/ Private client tax experience within a practice environment

Experience of managing a client portfolio

Strong communication skills

UK 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. TPBN1_UKTJ