Private Client Tax Manager

Private Client Tax Manager

£54,000 to £64,000 per annum (DOE) | Permanent, full time

Bristol

A leading firm of Chartered Accountants in Bristol is looking for a CTA and/or ACA/ACCA qualified Private Client Tax Manager to take full ownership of a varied portfolio of high net worth individuals, trusts and estates.

Bristol's private client market is one of the most active outside London, and the firm's portfolio reflects that depth, spanning a broad range of complexity. The tax team is well established and collegiate, with a clear pathway to Senior Manager. Crowe Watson Recruitment knows the Bristol private client space well.

What's the day to day of the role

Managing a portfolio of private clients including HNW individuals, trusts and estates

Advising across income tax, capital gains tax and inheritance tax

Reviewing self assessment tax returns and overseeing the compliance process

Acting as a key point of contact and building trusted client relationships

Mentoring junior members of the tax team

Liaising with HMRC on client matters including enquiries and investigations

Required skills and qualifications

CTA and/or ACA/ACCA qualified with a strong private client tax background

At least five years' experience within a UK Practice environment

Proven experience managing a portfolio of HNW private clients

Strong knowledge of UK personal tax, capital gains tax, inheritance tax and trusts

Confident client facing manner, organised and able to manage competing deadlines

Benefits

Flexible working

Company pension

And much more!

You might not meet all the criteria, but if you're passionate about developing your career, we'd love to hear from you. Ref: CWK798. Crowe Watson is acting as an Employment Agency; pay rates are indicative and salary depends on experience. We're unable to assist with sponsorship applications, so all candidates must have the right to work in the UK without restriction.

Apply now to be considered