Are you a technically strong personal tax professional ready to step into a more strategic and client-facing role?
An exciting opportunity has arisen for a Tax Assistant Manager to join a leading advisory firm in Bristol, supporting a diverse portfolio of high-net-worth individuals, entrepreneurs, and owner-managed businesses.
This is a pivotal position within the Private Client team, focused on providing tailored personal tax advice and ensuring seamless compliance. You’ll have the opportunity to manage your own portfolio, contribute to the development of junior team members, and work alongside senior leaders on complex advisory work.
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Apply for this Tax Assistant Manager job in Bristol today!
Role Responsibilities
1. Managing a portfolio of private clients, including HNWIs and OMBs, overseeing both compliance and advisory engagements
2. Preparing complex self-assessment tax returns and calculating tax liabilities
3. Handling correspondence with clients and HMRC, resolving queries and providing explanations on complex matters
4. Supervising and developing junior team members, providing support, feedback and contributing to performance reviews
5. Collaborating with Associate Directors and Directors on client strategy and staff development
6. Overseeing WIP and billing for your portfolio
7. Supporting cross-departmental projects and identifying new ...