Back to searchPrivate Client Tax Senior Manager
Taylor Rose Recruitment Ltd
Posted 16 hours ago, valid for a month
Bristol, City of Bristol BS1 6WS, England
£80,000 per annum
Full Time
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Sonic Summary
- Taylor Rose Recruitment is seeking a Private Client Tax Manager or Senior Manager for a progressive firm in Central Bristol.
- The ideal candidate should be CTA qualified with significant experience in private client and personal tax, particularly with HNWIs and business owners.
- The role involves managing a diverse private client tax portfolio, identifying tax planning opportunities, and mentoring junior staff.
- The position offers a competitive salary, a company and manager bonus, private medical insurance, and flexible working arrangements, including the option to work from home three days a week.
- Candidates with at least 5 years of relevant experience are encouraged to apply, and part-time options are available.
Perfect for a CTA qualified individual looking for the next step up in their career towards becoming Tax Director.
Working with an entrepreneurial client portfolio (including HNWIs, Business Owners, Trusts & Estates) involving a mixture of compliance, tax planning, advisory and ad hoc advisory work.
Fantastic remuneration & benefits package, manager & company bonus, private medical insurance, option of WFH, lots of flexibility and a personal progression plan.
Part time considered, more information below:
The Role:
Managing a diverse private client tax portfolio
Identifying tax planning opportunities
Review of tax compliance
Tax planning
Provision of advice in areas such as Capital Gains, Trusts & Estates, & Inheritance tax
Managing/ supporting the successful delivery of ad hoc tax projects
Mentoring junior staff
Clent meetings
Building strong client relationships.
You:
CTA Qualified
STEP also beneficial
CTA PQ/ ATT also considered
Ideally experience of working with HNWIs & Business Owners
Significant private client/ personal tax expertise
Excellent communication & management skills
UK Resident
Benefits:
Personal Progression Plan to Director
Company & Manager bonus
Hybrid arrangement (option of WFH 3 days a week)
Private Medical Insurance
Flexible Working (core hours 10am - 4pm)
Option to Buy/ Sell Holiday
Part time considered
Good transport links (close to station)
Generous Pension
Cycle to work scheme
Part time considered
Social events
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 & Ireland.
