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Crowe Watson Recruitment is delighted to be recruiting for a Private Client Tax Manager on behalf of a leading firm of Chartered Accountants in Bristol. This is an excellent opportunity to join a highly reputable firm offering a supportive, flexible working environment, comprehensive benefits, and genuine scope for career progression. The successful candidate will join an experienced and welcoming tax team, managing a varied portfolio of high-net-worth individuals, trusts, and estates.
The firm has built a strong reputation for delivering exceptional service to clients across the South West and beyond. With continued growth and investment in staff development, they are looking for a dedicated and personable Private Client Tax professional who can hit the ground running and play a key role in client relationship management, compliance, and advisory work. You will also have the chance to mentor junior members of the team and contribute to strategic decision-making.
At Crowe Watson Recruitment, we pride ourselves on working closely with candidates and clients to make meaningful placements. We understand the importance of cultural fit and long-term career development and are proud to represent this outstanding opportunity in Bristol. You might not meet all the criteria, but if you are passionate about developing yourself and your career, we’d love to hear from you.
Crowe Watson is acting as an Employment Agency, references to pay rates are indicative and salary is dependent on experience.
Key Responsibilities
- Managing a portfolio of private clients, including HNWIs, trusts, and estates
- Overseeing and reviewing self-assessment tax returns and associated compliance work
- Providing tax planning and advisory services on a range of issues such as inheritance tax, trusts, and residency
- Building and maintaining strong client relationships
- Supporting and developing junior team members
- CTA qualified (or equivalent)
- Strong technical knowledge of personal tax legislation
- Excellent interpersonal and client-facing skills
- Must have a minimum of 4 years previous experience working within a UK Practice environment
- Ability to manage multiple deadlines and work independently
