Personal Tax Manager

Personal Tax Manager

Bristol

£52,000 - £60,000

An exciting opportunity has arisen for an experienced Personal Tax Manager to join a well-established and growing Top 20 accountancy practice.

This role focuses on managing the personal tax compliance cycle, alongside providing ad hoc advisory services to a diverse portfolio of clients including individuals, trusts, partnerships and LLPs. A significant proportion of work relates to landed estates and rural businesses.

What's great about this Personal Tax 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 Manager:

• You will also play a key role in supporting and developing junior team members, contributing to a collaborative and high-performing environment. There are additional opportunities to get involved in wider firm initiatives, including advisory projects, internal committees and presentations.
• 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:

The team delivers high-quality compliance and advisory services to high-net-worth individuals, business owners, property investors, partnerships and trusts, including those with UK and offshore interests. 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.