Description
Private Client Tax Manager
Ref: CWK798
Salary: £54,000 - £64,000 (DOE)
Bristol
A Private Client Tax Manager is sought by a leading firm of Chartered Accountants in Bristol, and this is a role that sits within a well-established and highly regarded tax team, with a technically varied and high-quality client base, a clear pathway to senior manager level, and flexible working, a company pension, and much more on offer.
Crowe Watson Recruitment has a strong and well-established presence across the Bristol accountancy market, and the private client tax space is one the team knows particularly well. Every search is handled with care and precision, with a real effort made to understand not just the technical fit but the cultural and longer term fit as well, and that considered approach is what consistently delivers well-matched placements that work for both sides.
Bristol’s private client tax market is one of the most active and well-regarded outside of London, and this firm’s client base reflects the depth and quality of that market well, with a varied and prestigious portfolio that spans high-net-worth individuals, trusts, and estates across a broad range of complexity. As Private Client Tax Manager, you will take full ownership of that portfolio, delivering expert compliance and advisory services to a consistently high standard whilst working closely with partners on more strategically significant matters and playing an active role in developing the team around you. The firm has a collegiate and inclusive working culture, a strong local reputation, and the kind of technically stimulating environment that keeps ambitious private client tax professionals consistently engaged and motivated. You might not meet all the criteria, but if you are passionate about developing yourself and your career, we’d love to hear from you.
Crowe Watson is acting as an Employment Agency. References to pay rates are indicative and salary is dependent on experience.
Please note that Crowe Watson Recruitment is unable to assist with sponsorship applications; all candidates must have the right to work in the UK without restriction.
Key Responsibilities
Managing a portfolio of private clients including high-net-worth individuals, trusts, and estates
Delivering expert advice across income tax, capital gains tax, and inheritance tax
Reviewing self-assessment tax returns and overseeing the compliance process
Building and maintaining strong, trusted client relationships as a key point of contact
Mentoring and supporting the development of junior members of the tax team
Liaising with HMRC on client matters including enquiries and investigations
Requirements
CTA and/or ACA/ACCA qualified with a strong private client tax background
At least five years' experience working within a UK Practice environment
Proven experience managing a portfolio of HNW private clients with technical accuracy and confidence
Strong knowledge of UK personal tax, capital gains tax, inheritance tax, and trusts
Excellent communication and interpersonal skills with a confident client-facing manner
Organised, detail-oriented, and able to manage competing deadlines effectively
Ref: CWK798
Salary: £54,000 - £64,000 (DOE)
Bristol
A Private Client Tax Manager is sought by a leading firm of Chartered Accountants in Bristol, and this is a role that sits within a well-established and highly regarded tax team, with a technically varied and high-quality client base, a clear pathway to senior manager level, and flexible working, a company pension, and much more on offer.
Crowe Watson Recruitment has a strong and well-established presence across the Bristol accountancy market, and the private client tax space is one the team knows particularly well. Every search is handled with care and precision, with a real effort made to understand not just the technical fit but the cultural and longer term fit as well, and that considered approach is what consistently delivers well-matched placements that work for both sides.
Bristol’s private client tax market is one of the most active and well-regarded outside of London, and this firm’s client base reflects the depth and quality of that market well, with a varied and prestigious portfolio that spans high-net-worth individuals, trusts, and estates across a broad range of complexity. As Private Client Tax Manager, you will take full ownership of that portfolio, delivering expert compliance and advisory services to a consistently high standard whilst working closely with partners on more strategically significant matters and playing an active role in developing the team around you. The firm has a collegiate and inclusive working culture, a strong local reputation, and the kind of technically stimulating environment that keeps ambitious private client tax professionals consistently engaged and motivated. You might not meet all the criteria, but if you are passionate about developing yourself and your career, we’d love to hear from you.
Crowe Watson is acting as an Employment Agency. References to pay rates are indicative and salary is dependent on experience.
Please note that Crowe Watson Recruitment is unable to assist with sponsorship applications; all candidates must have the right to work in the UK without restriction.
Key Responsibilities
Managing a portfolio of private clients including high-net-worth individuals, trusts, and estates
Delivering expert advice across income tax, capital gains tax, and inheritance tax
Reviewing self-assessment tax returns and overseeing the compliance process
Building and maintaining strong, trusted client relationships as a key point of contact
Mentoring and supporting the development of junior members of the tax team
Liaising with HMRC on client matters including enquiries and investigations
Requirements
CTA and/or ACA/ACCA qualified with a strong private client tax background
At least five years' experience working within a UK Practice environment
Proven experience managing a portfolio of HNW private clients with technical accuracy and confidence
Strong knowledge of UK personal tax, capital gains tax, inheritance tax, and trusts
Excellent communication and interpersonal skills with a confident client-facing manner
Organised, detail-oriented, and able to manage competing deadlines effectively