Private Client Tax Manager in Bristol

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.