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​Private Client Tax Manager

  • Location

    Bristol

  • Sector:

    Tax, Personal Tax, Private Client Tax

  • Contract Type:

    Permanent

  • Salary:

    £Dependent on Experience

  • Contact:

    Jack Wood

  • Contact email:

    jack@clark-wood.co.uk

  • Contact phone:

    07951 392741

  • Job ref:

    JW-15861

  • Published:

    about 2 months ago

  • Expiry date:

    2022-09-30

  • Consultant:

    Jack Wood

​Private Client Tax Manager

Bristol

£Dependent on Experience

Clark Wood are currently working with a Top 20 Firm who are looking for a Private Client Tax Manager in their Bristol office.

As a Private Client Tax Manager your role will include:

Manage own portfolio of clients and working with senior staff on consultancy and advisory personal tax planning and offshore projects.

Deliver excellent client service by maintaining client relationships

Manage a portfolio of personal clients with complex tax affairs, focusing on non-UK domiciled individuals, HNWIs, and some trusts

Assisting Partners in, and where appropriate, lead tax planning projects such as non-domicile issues, onshore and offshore trusts (and other structures) and, capital gains and inheritance tax issues

Manage HMRC enquiries and LDF related matters and dealing with HMRC correspondence of both compliance and advisory nature

Our client in Bristol is looking for the following skills:

Qualified Chartered Accountant and/or Chartered Tax Adviser

Significant relevant experience gained within a professional services firm

Sound knowledge of private client tax issues with experience of advising non domiciled individuals and dealing with complex capital gains tax and inheritance tax matters

Demonstrable experience of delivering tax planning/advisory projects

Demonstrable experience of managing complex compliance issues

For further information on this role please contact Jack Wood at Clark Wood - jack@clark-wood.co.uk / 07951 392741