Private Client Tax Manager

Taxation; Greater London; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading private client firm in Bristol is seeking a personal tax adviser at Manager grade to manage a portfolio of high-net-worth clients. This client-facing role demands excellent communication skills and a CTA qualification. The successful candidate will oversee annual tax compliance and be involved in capital taxes planning as needed. The firm offers a supportive environment with opportunities for rapid progression and hybrid working options, working 2-3 days a week from home.

Benefits

Agile working culture

Opportunity for quick progression

Qualifications

• Experience advising HNWIs on income tax, CGT, and IHT.
• Knowledge of trusts is helpful.
• Experience with UK resident non-doms is useful.

Responsibilities

• Handle a portfolio of private clients' personal tax compliance.
• Manage key client relationships.
• Assist with ad hoc capital taxes planning.

Skills

Excellent communication skills

Client relationship management

Education

CTA qualification

Job description

Handle high quality private client tax work for new-money entrepreneurs, wealthy families, non doms and landed wealth.Take your career to the next level with one of Bristol's leading Private Client teams.

Our client maintains a high profile in the Private Client field and acts for an enviable client list of HNW and UHNW individuals. They are growing their team in Bristol and are keen to appoint an additional personal tax adviser at Manager grade.

With the support of experienced Directors and Partners, the incoming individual will take responsibility for a portfolio of private clients, managing key relationships and handling their annual personal tax compliance. Scope also exists to assist with ad hoc capital taxes planning.

Very much a client-facing role, the individual will require excellent communication and client relationship management skills.

The CTA qualification is a pre-requisite, along with demonstrable experience of advising HNWIs on income tax, CGT and IHT. Some knowledge of trusts would be helpful and experience of advising UK resident non domiciles on residence, remittance and the SRT, would be useful.

In return, our client has built a strong track-record of supporting and developing its staff. They offer early responsibility, an agile working culture and the opportunity to progress on to Senior Manager grade.

Based in Bristol, the firm offers hybrid working 2-3 days a week if one wishes. Ref 5161

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