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Permanent

Personal Tax Assistant Manager - Bristol

Bristol
money-bag 10000-500000 Annual
3077742340
Posted 2 weeks ago

Personal Tax Assistant Manager - Bristol A highly regarded professional services firm in Bristol is looking to appoint a Personal Tax Assistant Manager to join its established and growing private client tax team.This role is ideal for an experienced personal tax professional who is ready to step up, take ownership of a client portfolio, and work with high-quality private clients in a supportive and technically strong environment.The Role Working closely with Managers, Senior Managers, and Partners, you will play a key role in delivering personal tax services to a diverse and complex private client base.Key responsibilities include: Managing a portfolio of personal tax clients, including HNW individuals, non-domiciled clients, trusts, and family groupsReviewing personal tax returns and complex tax computationsActing as a primary point of contact for clients, providing clear and practical tax adviceSupporting advisory work across residency and domicile, inheritance tax planning, trusts, and wealth structuringHandling HMRC enquiries and correspondenceEnsuring compliance work is delivered accurately and in line with risk proceduresReviewing and supporting the work of junior team membersBuilding strong, long-term client relationships and identifying advisory opportunities The Ideal Candidate ATT and/or CTA qualified (or actively studying towards CTA)Strong experience in personal/private client tax within a professional services environmentExperience dealing with HNW individuals,

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