Personal Tax Assistant Manager

Personal Tax Assistant Manager

Bristol

£42,000 - £50,000

A fantastic opportunity has arisen for an experienced Personal Tax Assistant Manager to join a growing and highly regarded professional services firm.

This role focuses on managing the personal tax compliance cycle, alongside delivering ad hoc advisory services to a varied client base including individuals, trusts, partnerships and LLPs. A significant portion of the portfolio relates to landed estates and rural businesses.

You will also contribute to the development of junior staff through on-the-job training, supporting a collaborative and progressive team environment.

What's great about this Personal Tax Assistant Manager role?

• 35-hour working week
• Hybrid working
• 25 days annual leave plus bank holidays
• Contributory pension scheme
• Life assurance cover
• Profit-sharing scheme
• Discretionary bonus scheme
• Flexible benefits and family-friendly policies

Your role as a Personal Tax Assistant Manager:

• You will manage a portfolio of personal tax clients.
• Oversee the personal tax compliance cycle.
• Review work prepared by junior tax staff.

• Provide tailored tax advice, including: Inheritance tax planning, Capital gains tax planning, Trust planning, and International tax matters.
• Ensure all deadlines and compliance requirements are met.
• Support and mentor junior team members.

What you'll need to succeed:

• You must be ATT/ACA/CTA qualified.
• Proven experience in personal tax compliance and advisory.
• Previous experience managing a client portfolio and reviewing junior staff work.
• Background within professional services.
• Ability to work both independently and as part of a team.

What next:

This firm is committed to building an inclusive and diverse workplace. Applications are encouraged from candidates of all backgrounds, with diversity recognised as a key strength of the business. Please get in touch for further details: Jenna.Johnson@pro-finance.co.uk / 07979027390.

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As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.