Private Client Tax Assistant Manager

Crowe Watson Recruitment is delighted to be recruiting on behalf of a leading firm of Chartered Accountants in Bristol for the position of Private Client Tax Assistant Manager. This is an excellent opportunity to join a highly reputable and forward-thinking firm offering a supportive environment, real career progression, and a diverse and interesting client portfolio. With a strong focus on work-life balance and continuous development, the firm provides a welcoming and professional setting to thrive in.

As a Private Client Tax Assistant Manager, you will play a pivotal role within the Private Client Tax team, managing a varied portfolio of HNWIs, non-domiciled individuals, trusts, and estates. You will be involved in both compliance and advisory work, working closely with senior management and partners to deliver a high level of service. The firm places a strong emphasis on building long-term client relationships, and your technical expertise and communication skills will be key to your success.

Crowe Watson is proud to partner with accountancy firms across the UK to connect talented professionals with exceptional opportunities. We are passionate about supporting your growth and helping you take the next step in your career. You might not meet all the criteria, but if you are passionate about developing yourself and your career, we’d love to hear from you.

Crowe Watson is acting as an Employment Agency, references to pay rates are indicative and salary is dependent on experience.

Key Responsibilities

• Managing a portfolio of private client tax clients including HNWIs and trusts
• Preparing and reviewing self-assessment tax returns
• Providing tax planning and advisory services
• Liaising with HMRC and dealing with client queries
• Supporting the training and development of junior staff

• Must have a minimum of 3 years previous experience working within a UK Practice environment
• ATT qualified (or equivalent) with a desire to work towards CTA, or CTA qualified
• Strong technical knowledge of UK personal tax legislation
• Excellent communication and interpersonal skills
• Ability to manage workloads and meet deadlines