Private Client Tax Senior Manager

Taylor Rose Recruitment has been instructed to find a Private Client Tax Manager or Senior Manager for a progressive firm in Central Bristol. This opportunity is ideal for a CTA qualified individual seeking career advancement with a focus on work-life balance and flexibility. The role involves managing a diverse private client tax portfolio, providing tax planning and advisory services, and mentoring junior staff. The firm offers an extensive benefits package, including a personal progression plan, hybrid working options, and various financial incentives. Part-time candidates will also be considered, and the position is suited for UK residents with relevant experience.

Tax Specialists Taylor Rose Recruitment just been instructed on a fantastic Private Client Tax Manager or Senior Manager opportunity on behalf of our client, a progressive firm in Central Bristol.
Perfect for a CTA qualified individual looking for the next step up in their career, lots of flexibility and an excellent work life balance.
Working with an entrepreneurial client portfolio (including HNWIs, Entrepreneurs, Business Owners, Trusts & Family Estates) involving a mixture of tax planning, advisory, compliance and ad hoc advisory work.
Extensive benefits package, manager & company bonus, private medical insurance, option of WFH, lots of flexibility and a personal progression plan.
Part time considered, more information below:
*The Role:*
Managing a diverse private client tax portfolio
Identifying tax planning opportunities
Tax planning
Provision of advice in areas such as Capital Gains, Trusts & Estates, & Inheritance tax
Review of tax compliance
Managing/ supporting the successful delivery of ad hoc tax projects
Mentoring junior staff
Clent meetings
Building strong client relationships.
*You:*
CTA Qualified
Ideally experience of working with HNWIs & Business Owners
Significant private client/ personal tax expertise
Excellent communication & management skills
UK Resident
*Benefits:*
Personal Progression Plan to Director
Company & Manager bonus
Hybrid arrangement (option of WFH 3 days a week)
Private Medical Insurance
Flexible Working (core hours 10am – 4pm)
Option to Buy/ Sell Holiday
Part time considered
Good transport links (close to station)
Generous Pension
Cycle to work scheme
Part time considered
Social events
If this vacancy doesn’t tick the boxes, do get in touch to discuss alternatives, we are working on roles at all levels. Our client base consists of Top 20, Mid Tier, Regional and Independent firms across the UK & Ireland.
Job Types: Full-time, Part-time, Permanent
Pay: £60,000.00-£75,000.00 per year
Additional pay:
* Bonus scheme
* Yearly bonus
Benefits:
* Additional leave
* Company pension
* Cycle to work scheme
* Enhanced maternity leave
* Enhanced paternity leave
* Health & wellbeing programme
* Life insurance
* On-site parking
* Private medical insurance
* Profit sharing
* Sick pay
* Transport links
* Work from home
Schedule:
* Flexitime
* Monday to Friday
Licence/Certification:
* CTA Qualification (preferred)
Work authorisation:
* United Kingdom (required)
Work Location: Hybrid remote in Bristol BS1 6QF
Reference ID: ET934