Full job descriptionTax 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.


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 clients
Preparation and review of Personal Tax returns
Capital gains tax computations
Inheritance tax
Identifying tax planning opportunities
Assisting the Partners & Senior Management with advisory work
Reviewing the work of junior staff members
Assisting with ad hoc tax projects
Liaising with HMRC.
Dealing with client queries


Benefits Include:


Personal progression plan
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:


ATT Qualified/ CTA PQ/ Qualified/ ACA Qualified
Strong Personal/ Private client tax experience within a practice environment
Experience of managing a client portfolio (ideally)
Personal tax compliance proficiency
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.