Job Description
As A Private client tax manger, your responsibilities will include among others
Responsible for a portfolio of clients which may including sole traders, partners, HNWIs, non UK domiciliaries, non UK residents, partnerships and trusts
Identifying possible advisory possibilities and opportunities for the clients and managing these projects
Liaison with Partners, demonstrating strong management skills, Duties include Appraisals/monitor staff performance, On the job training for junior staff on a one-to-one basis, Dealing with staff questions
Managing the administration of the portfolio of clients. Ensuring all aspects of compliance, accounts, tax returns and tax computations
Preparing reports for clients, attending client meetings, and responding to ad-hoc questions and inquiries regarding their personal tax affairs.
Give exceptional client service and be responsible for maintaining regular contact with client team
Qualifications
Experience and Skills:
Experience gained within a professional services firm.
Good knowledge of personal tax compliance and ideally some exposure to planning/advisory work.
Must be able to plan workload in order to prioritise work to meet conflicting deadlines and cope with pressure
Good written communication skills are necessary to draft correspondence with clients and HMRC to explain technical issues in an easily understandable manner
Must have good inter-personal skills to be able to liaise with clients and other staff members.
Customer Focus on Meeting deadlines and responding to client needs.
Provide link in chain to supervise staff members below and support Directors above.
Education and Qualifications:
ACA/ CTA or equivalent qualification.
Additional Information
As a colleague here at S&W you will have access to benefits that include
Competitive salary
Private medical insurance
Life assurance
Pension contribution
Hybrid working model (role dependent)
Generous holiday package
Option to purchase additional holiday
Shared parental leave
Fully funded training towards professional qualifications
Cycle to work scheme
Season ticket loan
Eye care support
Responsible for a portfolio of clients which may including sole traders, partners, HNWIs, non UK domiciliaries, non UK residents, partnerships and trusts
Identifying possible advisory possibilities and opportunities for the clients and managing these projects
Liaison with Partners, demonstrating strong management skills, Duties include Appraisals/monitor staff performance, On the job training for junior staff on a one-to-one basis, Dealing with staff questions
Managing the administration of the portfolio of clients. Ensuring all aspects of compliance, accounts, tax returns and tax computations
Preparing reports for clients, attending client meetings, and responding to ad-hoc questions and inquiries regarding their personal tax affairs.
Give exceptional client service and be responsible for maintaining regular contact with client team
Qualifications
Experience and Skills:
Experience gained within a professional services firm.
Good knowledge of personal tax compliance and ideally some exposure to planning/advisory work.
Must be able to plan workload in order to prioritise work to meet conflicting deadlines and cope with pressure
Good written communication skills are necessary to draft correspondence with clients and HMRC to explain technical issues in an easily understandable manner
Must have good inter-personal skills to be able to liaise with clients and other staff members.
Customer Focus on Meeting deadlines and responding to client needs.
Provide link in chain to supervise staff members below and support Directors above.
Education and Qualifications:
ACA/ CTA or equivalent qualification.
Additional Information
As a colleague here at S&W you will have access to benefits that include
Competitive salary
Private medical insurance
Life assurance
Pension contribution
Hybrid working model (role dependent)
Generous holiday package
Option to purchase additional holiday
Shared parental leave
Fully funded training towards professional qualifications
Cycle to work scheme
Season ticket loan
Eye care support
💡 Quick Summary
Seeking a career-building opportunity? The Private Client Tax - Manager position is now open for candidates interested in the Accountant Jobs sector. This role in Bristol offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Accountant Jobs is a plus.
