Manager/Assistant Manager (Personal Tax) - Bristol
Job title: Manager/Assistant Manager (Personal Tax)
Job Type: Permanent
The ideal candidate will be committed to a career in tax and will have relevant strong experience in a personal tax role and currently operating in the capacity as a manager or assistant manager.
The successful applicant will need to be a strong and ambitious portfolio manager responsible for their own portfolio of high net worth private clients dealing with everything from compliance to advisory needs. Reporting will be to the Partners, Director and Senior Manager. You will also be required to assist with the management of the group including supervising and reviewing the work of junior staff.
The role includes managing all the related and complex aspects of the tax affairs of a variety of high net worth private clients, including non-UK domiciliaries. Experience of internationally mobile individuals and employees, residence and domicile, including the statutory residence test and the remittance basis would be very useful.
There is also the opportunity to become involved with other tax related projects outside of the individual’s normal portfolio responsibilities, assisting in one-off tax advisory projects, writing articles or briefing notes for publications as well as assisting with other business development activities and presentations.
The role provides an excellent range of work for someone with a strong personal tax background wishing to broaden his or her experience.
The ideal candidate will be committed to a career in tax and will have relevant strong experience in a personal tax role and currently operating in the capacity as a manager or assistant manager. Experience of running a tax compliance portfolio, including organising the delivery of work, problem solving and the ability to use your own initiative is essential, with the experience of sole trader accounts preparation and preparing computations from accounts being desirable.
Previous experience of using computerised accounts or tax packages is useful. The firm uses CCH Central.
The successful applicant will require confidence in dealing with partners and clients, excellent organisation and interpersonal skills, the ability to provide accurate work in a timely and cost-effective manner and comfortable at working under pressure to tight deadlines within an ambitious team. With this role, come the pre-requisites that the candidate is motivated, committed and flexible with the ability to meet deadlines. A natural team player is essential, with a positive and enthusiastic attitude.
Candidates should be educated to at least A level, ideally degree level and will have obtained a relevant professional qualification i.e. CTA/ACA/ICAS.
Our personal tax team sits within our Private Wealth and Estates Group and is recognised in the market for its expertise in advising private clients and their businesses. We provide a personal partner-led service, concentrating on personal and business finances. This deliberate focus is our strength; we do not try to be all things to all people. Instead we choose to specialise in looking after private clients, where we have real in-depth expertise and experience.
We have considerable experience in advising on international and cross-border issues. We use our diverse commercial experience to advise on the issues facing high net worth individuals today, such as the financing of business interests, maintenance, and passing on of wealth and the tax efficient streamlining of their affairs.
We are a leading firm of Chartered Accountants and business advisers with offices in Bristol. The team advises a wide range of regional and national businesses at all stages of growth and development, providing a comprehensive suite of services.
We advise private clients and estate owners on the financial and taxation issues that affect them. This is a core area of the business and we are practiced at helping our clients face the challenges of protecting, maintaining and growing their assets in tax efficient and planned ways.
Our Bristol office is home to 6 partners and 70+ members of staff.
Role reports to
Partners, Director and Senior Manager as appropriate.
We offer a dynamic and varied workload and excellent prospects for progression.
Annual salary at market rate, depending upon experience.
Eligibility for assistant manager’s performance-based bonus scheme.
25 days annual leave. In addition, under the flexible benefits programme, employees are entitled to buy or sell up to five days holiday a year, subject to partner approval.
Group life cover of three times salary, which you may increase to four times salary under the SeleCt flexible benefits programme.
Contributory pension scheme (The firm will contribute 4% of salary on a matched basis with employees after six months service).
Salary review annually in October.
Six-month probationary period.
Eligibility for the firm’s Profit Sharing Plan that runs from October to September each year. The scheme enables staff to share in the profits of the firm.
Access to a number of other benefits with preferential rates under the flexible benefits programme, which include; health screening/GP support, critical illness cover and private medical insurance.