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Private Client Tax Assistant Manager

https://crowewatson.co.uk/ Logo

Crowe Watson

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Location:
United Kingdom, Bristol

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Category:
Finance

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Contract Type:
Employment contract

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Salary:

45000.00 - 55000.00 GBP / Year

Job Description:

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
  • Excellent communication and interpersonal skills
  • Ability to manage workloads and meet deadlines
What we offer:
  • Supportive environment
  • Real career progression
  • Diverse and interesting client portfolio
  • Work-life balance
  • Continuous development

Additional Information:

Job Posted:
May 02, 2025

Employment Type:
Fulltime
Work Type:
On-site work
Job Link Share:
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