• Private Client Tax Manager

Private Client Tax Manager in Bristol

Location: Bristol

Salary: Hidden

Recruiter: Evelyn Partners

Date Advertised: 2024-06-29

Job Description




What will you be doing?


We’re seeking a talented individual to join our Private Client Tax team in Bristol


This role will provide tax compliance and advisory services for a wide range of private clients - individuals, trusts, private companies and family offices.

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As A Private client tax manger, your responsibilities will include among others


  • Responsible for a portfolio of clients which may including sole traders, partners, HNWIs, non UK domiciliaries, non UK residents, partnerships and trusts
  • Identifying possible advisory possibilities and opportunities for the clients and managing these projects
  • Liaison with Partners, demonstrating strong management skills, Duties include Appraisals/monitor staff performance, On the job training for junior staff on a one-to-one basis, Dealing with staff questions
  • Managing the administration of the portfolio of clients. Ensuring all aspects of compliance, accounts, tax returns and tax computations
  • Preparing reports for clients, attending client meetings, and responding to ad-hoc questions and inquiries regarding their personal tax affairs.
  • Give exceptional client service and be responsible for maintaining regular contact with client team

Qualifications




Experience and Skills:


  • Experience gained within a professional services firm.
  • Good knowledge of personal tax compliance and ideally some exposure to planning/advisory work.
  • Must be able to plan workload in order to prioritise work to meet conflicting deadlines and cope with pressure
  • Good written communication skills are necessary to draft correspondence with clients and HMRC to explain technical issues in an easily understandable manner
  • Must have good inter-personal skills to be able to liaise with clients and other staff members.
  • Customer Focus on Meeting deadlines and responding to client needs.
  • Provide link in chain to supervise staff members below and support Directors above.

Education and Qualifications:


ACA/ CTA or equivalent qualification.




Additional Information




As a colleague here at Evelyn Partners, you will have access to benefits that include:


  • Competitive salary
  • Private medical insurance
  • Life assurance
  • Pension contribution
  • Hybrid working model (role dependant)
  • Generous holiday package
  • Option to purchase additional holiday
  • Shared parental leave

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. 

At Evelyn Partners we have a wide range of highly active employee resource groups and we’re delivering multiple diversity, equity and inclusion initiatives across the organisation. 

It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment. 


We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. 

Please let your Recruiter know.



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