Tax Specialists Taylor Rose Recruitment just been instructed on a fantastic Private Client Tax Manager or Senior Manager opportunity on behalf of our client, a progressive firm in Central Bristol.Read on to find out what you will need to succeed in this position, including skills, qualifications, and experience.Perfect for a CTA qualified individual looking for the next step up in their career, lots of flexibility and an excellent work life balance.Working with an entrepreneurial client portfolio (including HNWIs, Entrepreneurs, Business Owners, Trusts & Family Estates) involving a mixture of tax planning, advisory, compliance and ad hoc advisory work.Extensive 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 portfolioIdentifying tax planning opportunitiesTax planningProvision of advice in areas such as Capital Gains, Trusts & Estates, & Inheritance taxReview of tax complianceManaging/ supporting the successful delivery of ad hoc tax projectsMentoring junior staffClent meetingsBuilding strong client relationships. You: CTA QualifiedIdeally experience of working with HNWIs & Business OwnersSignificant private client/ personal tax expertiseExcellent communication & management skillsUK Resident Benefits: Personal Progression Plan to DirectorCompany & Manager bonusHybrid arrangement (option of WFH 3 days a week)Private Medical InsuranceFlexible Working (core hours 10am - 4pm)Option to Buy/ Sell HolidayPart time consideredGood transport links (close to station)Generous PensionCycle to work schemePart time consideredSocial eventsIf 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.Job Types: Full-time, Part-time, PermanentPay: 60,000.00-75,000.00 per yearAdditional pay: Bonus scheme Yearly bonusBenefits: Additional leave Company pension Cycle to work scheme Enhanced maternity leave Enhanced paternity leave Health & wellbeing programme Life insurance On-site parking Private medical insurance Profit sharing Sick pay Transport links Work from homeSchedule: Flexitime Monday to FridayLicence/Certification: CTA Qualification (preferred)Work authorisation: United Kingdom (required)Work Location: Hybrid remote in Bristol BS1 6QFReference ID: ET934
Job Title
Private Client Tax Senior Manager