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Crowe Watson Recruitment is delighted to be recruiting on behalf of a leading firm of Chartered Accountants in Bristol for the position of Private Client Tax Assistant Manager. This is an excellent opportunity to join a highly reputable and forward-thinking firm offering a supportive environment, real career progression, and a diverse and interesting client portfolio. With a strong focus on work-life balance and continuous development, the firm provides a welcoming and professional setting to thrive in. As a Private Client Tax Assistant Manager, you will play a pivotal role within the Private Client Tax team, managing a varied portfolio of HNWIs, non-domiciled individuals, trusts, and estates. You will be involved in both compliance and advisory work, working closely with senior management and partners to deliver a high level of service. The firm places a strong emphasis on building long-term client relationships, and your technical expertise and communication skills will be key to your success.
Job Responsibility:
Managing a portfolio of private client tax clients including HNWIs and trusts
Preparing and reviewing self-assessment tax returns
Providing tax planning and advisory services
Liaising with HMRC and dealing with client queries
Supporting the training and development of junior staff
Requirements:
Must have a minimum of 3 years previous experience working within a UK Practice environment
ATT qualified (or equivalent) with a desire to work towards CTA, or CTA qualified
Strong technical knowledge of UK personal tax legislation
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