We're seeking a talented individual to join our Private Client Tax team in Bristol. This role will provide tax compliance and advisory services for a wide range of private clients - individuals, trusts, private companies, and family offices.
As A Private Client Tax Manager, your responsibilities will include:
+ Responsible for a portfolio of clients which may include sole traders, partners, HNWIs, non-UK domiciliaries, non-UK residents, partnerships, and trusts.
+ Identifying possible advisory opportunities for the clients and managing these projects.
+ Liaising with Partners, demonstrating strong management skills. Duties include appraisals, monitoring staff performance, on-the-job training for junior staff, and addressing staff questions.
+ Managing the administration of the portfolio of clients, ensuring all aspects of compliance, accounts, tax returns, and tax computations are met.
+ Preparing reports for clients, attending client meetings, and responding to ad-hoc questions regarding their personal tax affairs.
+ Providing exceptional client service and maintaining regular contact with the client team.

+ Experience gained within a professional services firm.
+ Good knowledge of personal tax compliance and ideally some exposure to planning/advisory work.
+ Ability to plan workload to prioritize tasks and meet conflicting deadlines.
+ Good written communication skills to draft correspondence with clients and HMRC.
+ Strong inter-personal skills to liaise with clients and other staff members.
+ Customer-focused, meeting deadlines, and responding to client needs.
+ Ability to supervise staff members and support Directors.
Education and Qualifications:
ACA/CTA or equivalent qualification.

+ Competitive salary
+ Private medical insurance
+ Life assurance
+ Pension contribution
+ Hybrid working model (role-dependent)
+ Generous holiday package
+ Option to purchase additional holiday
+ Shared parental leave
We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners, we are committed to providing a workspace where all colleagues feel respected and can achieve their full potential.
We are happy to make any reasonable adjustments to accommodate your needs throughout the application process. Please let your Recruiter know.
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