A great opportunity to join one of Bristol’s leading, independent accountancy firms at an exciting time in its growth.
Our client has built a strong reputation in the Private Client field, acting for an impressive HNW client list of new-money entrepreneurs, business owners, multi-generational families and landed wealth. Demand for their personal tax expertise continues to grow and they are now keen to appoint an additional CTA at Manager level.
You will join a thriving and growing team in Bristol. Performing very much a client-facing role as a key point of contact, you’ll take responsibility for a broad portfolio of HNWIs and their families. You’ll oversee their annual compliance, as well as identifying and advising on ad hoc personal tax planning opportunities. Working closely with senior managers and partners, you’ll undertake capital taxes advisory projects and also have the opportunity to assist with networking and marketing initiatives.
You’ll need to be CTA qualified and currently working either as a Manager or Assistant Manager in a respected Private Client Tax team. You’ll be looking for the next step in your career and be keen to join a supportive environment where you’ll be encouraged to develop your technical and non-technical skills.
Demonstrable experience of advising HNWIs on income tax, CGT, IHT and succession planning is essential. You’ll also need strong communication and interpersonal skills as this is a key client relationship management role.
Based in Bristol, the role offers homeworking two days a week, as well as flexible hours. Salary will be dependent on experience but is likely to be c.£55k-£65k + Bens. Genuine scope exists to progress on to Senior Manager grade.
If you would be interested in learning more about this opportunity, please email me quoting Ref 5276 – michaelhowells@howellsconsulting.co.uk
Alternatively, simply apply below:
Job Features
| Job Category | Personal Tax |
