Our client is a Top 20 Firm of Chartered Accountants in Bristol who are currently recruiting for a Private Client Assistant Manager/Manager to join their established and growing department.
The successful candidate will be managing a portfolio consisting of a mix of clients with multiple sources of earned and investment income, from entrepreneurial owner managers to wealthy families and HNWIs.
This is an interesting and varied role which provides scope for personal and career development for a CTA qualified Tax professional.
The main duties of the role will involve; managing a portfolio of private clients alongside reviewing self-assessment tax returns, Capital Gains Tax planning, Remuneration planning, IR35, Trusts/IHT & Property income. You will be expected to provide your expertise and support the wider firm and be involved in the on-boarding of new clients and business development. You will be tasked with supervising a small team, working on ad hoc tax advisory projects as well as other compliance focused areas. You will also be expected to conduct technical research for the use and benefit of your team.
Ideally your experience will be in a variety of areas across the Private Client spectrum including high net worth individuals and families, business owners, company directors, land and property owners, entrepreneurs, retirees, and family trusts.
In return you will rewarded with an excellent package as well as a flexible and accommodating working environment. The firm have excellent staff retention and promote a healthy culture, underlying their success and reputation as a great place to work.
The role offers an exciting opportunity to gain experience within a prestigious and award-winning Top 20 Firm's Tax team.
For further information on this role please contact Richard Kinsey at Clark Wood
If this specific vacancy is not quite what you are looking for please contact us to investigate alternatives; you can send your CV to this job or contact us directly.