Role details

Private Client Tax Manager

Bath   •   £40,000 - £50,000   •  Permanent

Bullet points

  • CTA qualified with a minimum of 3 years post qualification experience
  • Keen to be actively involved in business development

About Our Client

Our client based in Bath are a Top 40 accountancy practice. They are recruiting a Private Client Tax Manager.

We provide one of the top teams of tax experts in the South West to our clients - delivering pro-active advice and initiatives. The tax team has seen significant growth over the last two years with 7 Tax Partners and over 50 tax specialists covering all areas of Taxation and VAT. Testament to the quality of advice provided, our tax team were winners of the 2013 Lexis Nexis National Taxation Awards as the 'Best tax practice in a regional firm'.

As an independent Top 40 firm, we are of a size sufficient to ensure that we attract and retain specialist partners and staff, but small enough to provide a personal and partner-led service. Our vision is to achieve the continued growth of our practice, increasing our client base through our reputation for providing an outstanding service to our clients.

The office continues to expand at pace and is recognised as the leading firm in this local marketplace. Working closely with our Bristol office, we are one of the largest independent firms in the Bristol/Bath area.

Job Description

As a Private Client Tax Manager, you will be working directly with an experienced Partner team (including two dedicated Tax Partners), with support from our wider team of tax specialists.

  • You will manage an exciting portfolio of Entrepreneurial & HNWI clients, delivering both personal tax compliance services and associated tax planning advice.
  • As part of your role, you will also work with and relish the chance to support, motivate and mentor junior team members.
  • Keen to be actively involved in business development
  • Directly involved in expanding the tax team in the Bath office.
  • Your personality and drive will show you have the energy to excel within this role.

The Successful Applicant

For candidates to be successful in progressing with this Private Client Tax Manager role for this accountancy practice, you will need to:

  • Ideally CTA and/or ATT/ACA/ACCA qualified
  • Technical and practical knowledge and experience in advising UK and non-UK domiciled individuals and families
  • Client driven and strategically and commercially aware
  • Strong tax technical skills
  • Strong client relationship management skills with ability to develop quality outputs to clients
  • Negotiation skills, able to sustain opinion and handle challenges
  • Business development skills, able to identify and convert opportunities to sell work
  • Effective time management, ability to remain calm when under pressure to meet deadlines
  • Excellent communicator in a range of situations both written and oral
  • Enthusiastic team player with ability to create, sustain and lead effective teams
  • Experience of coaching and developing more junior staff
  • Ensure delivery of quality work and take day to day leadership of delivery team



What's on Offer

Our Client are offering a competitive salary and a superb working environment to be part of. This team is growing, the team and business are keen to continue this growth! This is very advisory focused, and our client are wanting someone to grow with the role and be keen on business development.

Apply for this job

Click the Apply or LinkedIn button below or contact Connor Matthews on +44 117 927 1615 quoting job reference 13478820
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