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 portfolioIdentifying tax planning opportunitiesTax planningTax advisory workReview of tax complianceProvision of advice in areas such as Capital Gains & Inheritance taxManaging/ supporting the successful delivery of ad hoc tax projectsMentoring junior staffLeading client meetingsBuilding and maintaining strong client relationships.Benefits Include:Progression Plan to DirectorFlexible Working hoursHybrid working arrangement25 Days Holiday + BHThe option to buy/ sell holidaysPrivate Health insuranceCycle to work schemeEmployee Assistance ProgrammeModern work environmentRegular Social eventsYou:CTA Qualified (ideally)ATT Qualified/ CTA PQ/ ACA Qualified also consideredStrong Personal/ Private client tax experience within a practice environmentExperience of managing a client portfolio Strong communication skillsUK ResidentIf 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.
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