Personal Tax Manager

An exciting opportunity has arisen for an experienced tax professional to join our thriving Bristol practice. As a well-established accountancy firm with offices across the UK and a strong presence in the South West region, we provide high-quality tax and accounting services with a personalized approach. We pride ourselves on being friendly and approachable, taking the time to understand what matters most to our clients, their business ventures, and family commitments.

We are seeking a Personal Tax Manager to strengthen our private client team and help drive our continued growth. You will take full ownership of a diverse portfolio of high-net-worth clients, providing comprehensive tax advice and compliance services. You'll work closely with the partnership team to deliver exceptional client service while mentoring junior members of the tax department.

Our client portfolio encompasses entrepreneurs, property investors, business owners, and family wealth. While predominantly UK-based, you'll also handle complex matters for non-UK residents and domiciliaries, particularly those with international interests or beneficiaries of both UK and offshore trusts.

• Dealing with all aspects of income tax (including National Insurance) and capital gains tax including reviewing PAYE coding notices where appropriate.
• Reviewing Self-Assessment tax returns prepared by other members of staff for approval by the client and electronically filing them.
• Liaising with clients on routine and ad-hoc assignments including correspondence by email, telephone and face to face meetings. Matters to include inheritance tax, income tax and capital gains tax.
• Assisting partners on the delivery of advisory work which will include the preparation of reports on matters such as IHT planning, residence, UK trusts, appropriate business structure.
• Preparation and attendance at both existing and potential new client meetings, setting budgets for the follow up work, and ensuring the work is carried out in a timely manner and within budget.
• Correspondence with HMRC in relation to s9A enquiries and preparing disclosures under the digital disclosure facility.
• Overseeing the collation of all the information needed to prepare the tax return involving liaising with other third-party professionals and the clients themselves.
• Promptly dealing with routine post received in connection with those clients.
• Prioritising and organising own work to ensure consistently high standard of client care and to meet HMRC deadlines - working without supervision and to show initiative in dealing with clients' affairs.
• Billing clients on a quarterly basis, including making reserves and keeping partners up to date with any billing concerns.
• Responsible for monitoring own time budgets and chargeability.
• Attendance and contribution at internal departmental management meetings.
• Networking at events for business development.

• Minimum requirement to be CTA, ACA or equivalent qualified with private client tax experience

• Client facing experience is required including being comfortable speaking to and meeting with clients on a regular basis.
• Good organisational skills will be required to organise their own work to ensure that all deadlines are met.
• Ability to work independently without the need for supervision, and able to show initiative in dealing with clients' affairs and monitoring their own time budgets.
• Good computer skills including a sound knowledge of Word & Excel are required.
• People management skills
• Commercial awareness