Personal Tax Assistant Manager

35-Hour Week + Profit Share - Personal Tax Assistant Manager Opportunity

Lead a Portfolio That Makes a Real Difference!

I am seeking a proactive and driven Personal Tax Assistant Manager to take ownership of the personal tax compliance cycle while building lasting client relationships across my clinet's diverse portfolio of individuals, trusts, partnerships, and LLPs.This isn't just about compliance - you'll be providing strategic tax advice that genuinely impacts their clients' lives, particularly within the fascinating world of landed estates and rural businesses.

Job Title: Personal Tax Assistant Manager

Location: Bristol Office, BS8

Salary: Up to £47,000!

What You'll Own -

Portfolio Management Excellence:

• Manage your own diverse client portfolio with full autonomy
• Deliver comprehensive personal tax compliance services from start to finish
• Provide tailored advisory services including inheritance tax planning, capital gains tax strategies, and international tax guidance
• Specialise in land-based tax issues and rural business complexities

Leadership & Development:

• Review and guide junior tax staff in their professional development
• Mentor team members through on-the-job training opportunities
• Build a collaborative environment that drives excellence

Strategic Advisory:

• Deliver bespoke tax planning solutions across inheritance tax, capital gains, and trust planning
• Navigate complex international tax aspects for high-net-worth individuals
• Develop innovative strategies tailored to each client's unique circumstances

The Individual -

Essential Experience:

• CTA qualified (or equivalent professional qualification)
• Proven management experience with portfolio responsibility
• Strong background in personal tax compliance delivery and management
• Experience providing tailored tax advice across multiple disciplines
• Professional services background with client-facing expertise

Personal Qualities:

• Positive, enthusiastic attitude with high motivation and commitment
• Exceptional organisational and prioritisation abilities
• Confident communicator comfortable with colleagues, partners, and clients
• Self-motivated individual who thrives as part of a collaborative team
• Meticulous attention to detail with ability to meet tight deadlines
• Advanced IT skills

Why You'll Love Working Here -

Work-Life Balance That Actually Works:

• 35-hour working week with flexible core hours (10am-4pm)
• Hybrid working policy - up to 3 days working from home
• 25 days annual leave plus bank holidays
• Family-friendly policies that support your life outside work

Rewarding Career Investment:

• Profit-Sharing Plan paid every December
• Discretionary bonus scheme recognising your contributions
• Contributory pension scheme securing your future
• Life assurance cover for peace of mind
• Comprehensive flexible benefits package

Professional Growth:

• Training office environment with continuous development opportunities
• Direct partnership with senior leadership
• Clear progression pathways
• Exposure to diverse, high-quality work across multiple sectors