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Crowe Watson Recruitment is hiring a Private Client Tax Manager for a reputable firm in Bristol. The role involves managing a portfolio of high-net-worth individuals, trusts, and estates; overseeing tax compliance; and providing advisory services. The firm offers a supportive environment and career development opportunities.
Job Responsibility:
Managing a portfolio of private clients, including HNWIs, trusts, and estates
Overseeing and reviewing self-assessment tax returns and associated compliance work
Providing tax planning and advisory services on a range of issues such as inheritance tax, trusts, and residency
Building and maintaining strong client relationships
Supporting and developing junior team members
Requirements:
CTA qualified (or equivalent)
Strong technical knowledge of personal tax legislation
Excellent interpersonal and client-facing skills
Must have a minimum of 4 years previous experience working within a UK Practice environment
Ability to manage multiple deadlines and work independently
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