Private Client Tax Manager
Tax Specialists Taylor Rose Recruitment are working with a leading firm of Chartered Accountants in Bristol who, due to organic growth, are seeking a Private Client Tax Manager to join their team.An ideal opportunity for a CTA Qualified Personal Tax Assistant Manager looking for the next step up in their career, or Manager looking for an excellent work/ life balance.Working with an impressive client portfolio including HNWIs, Directors, Trusts and Estates, involving a mixture of advisory, tax planning, compliance and ad hoc project work.Fantastic remuneration and benefits package, manager and company bonus, private healthcare, lots of flexibility, the option of WFH 3 days a week, and personal progression plan (to Director).The Role:Managing a diverse private client tax portfolioIdentifying tax planning opportunitiesReview of tax complianceProvision of advice in areas such as Capital Gains, Trusts and Estates, Property tax and Inheritance taxManaging/ supporting the successful delivery of ad hoc tax projectsMentoring junior staffLeading client meetingsBuilding and maintaining strong client relationships.Benefits include:Progression planCompany and Manager bonusHybrid arrangement (option of WFH 3 days a week)35 Hour Working weekFlexible Working (core hours 10am - 4pm)Private medical careGenerous PensionCycle to work schemeSocial eventsPart time consideredYou:CTA QualifiedATT/ CTA PQ also consideredIdeally experience of working with HNWIs, Trusts and EstatesSignificant UK privat
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