Private Client Tax Assistant Manager — Bristol (Hybrid)

Taxation; Bristol; Hybrid; GBP 80,000 - 100,000; Full time

Job summary

A professional services firm in Bristol seeks a Personal Tax Assistant Manager to handle personal tax matters for high-net-worth individuals and trusts. The role involves managing a client portfolio, reviewing tax returns, and providing clear tax advice. Ideal candidates will be ATT or CTA qualified, possess strong attention to detail, and have experience in a professional services environment. The position offers competitive compensation and a supportive, hybrid working model.

Benefits

Competitive salary and benefits package

Hybrid and flexible working options

Strong technical training

Clear progression path

Qualifications

• Experience in personal/private client tax within a professional services environment.
• Comfortable with HNW individuals and complex personal tax matters.
• Excellent communication skills both written and verbal.

Responsibilities

• Manage a portfolio of personal tax clients including HNW individuals and trusts.
• Review personal tax returns and ensure compliance with risk procedures.
• Act as a primary point of contact for providing tax advice.

Skills

Personal tax expertise

Attention to detail

Communication skills

Client relationship management

Proactive and organized

Education

ATT and/or CTA qualified

Job description

A professional services firm in Bristol seeks a Personal Tax Assistant Manager to handle personal tax matters for high-net-worth individuals and trusts. The role involves managing a client portfolio, reviewing tax returns, and providing clear tax advice. Ideal candidates will be ATT or CTA qualified, possess strong attention to detail, and have experience in a professional services environment. The position offers competitive compensation and a supportive, hybrid working model.