Private Client Tax Manager - #2150358

Crowe Watson Recruitment


Date: 2 weeks ago
City: Bristol
Salary: £54,000 - £64,000 / year
Contract type: Full time
Crowe Watson Recruitment

Private Client Tax Manager

£54,000 to £64,000 per annum (DOE) | Permanent, full time

Bristol

A leading firm of Chartered Accountants in Bristol is looking for a CTA and/or ACA/ACCA qualified Private Client Tax Manager to take full ownership of a varied portfolio of high net worth individuals, trusts and estates.

Bristol's private client market is one of the most active outside London, and the firm's portfolio reflects that depth, spanning a broad range of complexity. The tax team is well established and collegiate, with a clear pathway to Senior Manager. Crowe Watson Recruitment knows the Bristol private client space well.

What's the day to day of the role:

  • Managing a portfolio of private clients including HNW individuals, trusts and estates
  • Advising across income tax, capital gains tax and inheritance tax
  • Reviewing self assessment tax returns and overseeing the compliance process
  • Acting as a key point of contact and building trusted client relationships
  • Mentoring junior members of the tax team
  • Liaising with HMRC on client matters including enquiries and investigations

Required skills and qualifications:

  • CTA and/or ACA/ACCA qualified with a strong private client tax background
  • At least five years' experience within a UK Practice environment
  • Proven experience managing a portfolio of HNW private clients
  • Strong knowledge of UK personal tax, capital gains tax, inheritance tax and trusts
  • Confident client facing manner, organised and able to manage competing deadlines

Benefits:

  • Flexible working
  • Company pension
  • And much more!

You might not meet all the criteria, but if you're passionate about developing your career, we'd love to hear from you. Ref: CWK798. Crowe Watson is acting as an Employment Agency; pay rates are indicative and salary depends on experience. We're unable to assist with sponsorship applications, so all candidates must have the right to work in the UK without restriction.

  • Apply now to be considered

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