Role details

Assistant Tax Manager Private Client

Bristol   •   £30,000 - £38,000   •  Permanent

Bullet points

  • Must be a qualified accountant or tax specialist with recent prior UK experience
  • Previous experience preparing tax accounts

About Our Client

Our Client who are a leading accountancy practice, values the way they do business. As a leading professional services firm, they know that our strength and capability come from their people - their different perspectives, experiences and backgrounds.

Job Description

The responsibilities for this Assistant Tax Manager Private Client based in Bristol are:

The role entails working on a portfolio of high quality private clients and trust fund businesses by providing a mixture of advice and compliance services.

Other major responsibilities for this Assistant Tax Manager Private Client will include:-

  • To utilise your strong trust accounting skills coupled with your onshore and offshore trust tax to work with the diverse portfolio of clients
  • Trust administration, accounting, and tax which forms part of a mixed portfolio
  • Liaison with trustees and beneficiaries as well as other relevant personnel
  • Running a portfolio, to include tax compliance and advice, and acting as first point of contact for your clients. You will be strongly encouraged to develop relationships with them
  • Drafting advice, ranging from short e-mails to long and complex reports, often covering other taxes such as CT, VAT & SDLT. This will often involve reading legislation and commentaries, and consulting with our network of specialists
  • Co-ordinating the advice provided by other tax skills sets and where appropriate, overseas offices
  • There will be some involvement in business development activities however initially this will involve researching targets and supporting proposals
  • Managing work in progress and ensuring prompt billing and cash collection

The Successful Applicant

To be successful in obtaining an interview for this Assistant Tax Manager Private Client, our client are looking for candidates who have experience with

  • Qualified accountant or tax specialist with prior experience of working in a similar environment with exposure to varied advisory assignments
  • Previous experience preparing tax accounts will be beneficial
  • Academically strong results in career to date coupled with a deep technical understanding of the issues facing private clients
  • Previous experience of advising internationally mobile clients will be advantageous
  • Must be driven, ambitious and enthusiastic
  • Ability to develop and maintain client relationships
  • Good social skills, numerical ability, problem-solving, and written English
  • A strong desire to learn
  • Strong interpersonal skills are required in addition to strong oral and written communication skills

What's on Offer

Our client are offering an extremely friendly environment and one which enables their employees, to fulfil their potential! This is a very successful department who have gone from strength to strength and will continue to do so. This is a great opportunity to be included in a strong team and firm.

Apply for this job

Click the Apply or LinkedIn button below or contact Connor Matthews on +44 117 927 1615 quoting job reference 13488857
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