Address
Form of work
Salary- Bristol
- Permanent
- JN -012024-1954488
- Jan 22, 2024
- £45k - £50k
Job Description
A Top 6 Accounting Practice located in Bristol are recruiting for a Personal Tax Senior or Assistant Manager to join their Private Client Tax department and manage a portfolio of clients!
A Top 6 Accounting Practice is recruiting for a qualified Tax Senior or Personal Tax Assistant Manager to join their Private Client tax team in Bristol.
In this Personal tax job you'll be responsible for a varied client portfolio which will include work covering sole traders, partners/directors, HNWIs, non UK domiciled individuals, non UK residents, partnerships and trusts.
You will be responsible for compliance matters, as well as advisory matters and furthering your experience in identifying and delivering tax planning opportunities.
Your responsibilities will include:
- Managing your own portfolio of clients and providing a high quality of service
- Working with the above mentioned varied clientele
- Involvement in client planning work such as identifying planning opportunities, preparing reports for clients and attending client meetings
- Collating and managing client information, being the point of contact for clients and HMRC
- Supporting with business development and marketing initiatives
- Supporting more junior members of the team with their L&D
You'll be qualified in CTA, ACA or ATT with demonstrable experience of managing a client portfolio (with clients in the above areas). Study support can be offered through CTA if required.
Morgan McKinley is acting as an Employment Agency and references to pay rates are indicative.
BY APPLYING FOR THIS ROLE YOU ARE AGREEING TO OUR TERMS OF SERVICE WHICH TOGETHER WITH OUR PRIVACY STATEMENT GOVERN YOUR USE OF MORGAN MCKINLEY SERVICES.
