Private Client Tax Manager
4 days ago
Bridgwater
A fantastic opportunity has arisen to join a leading firm of Chartered Accountants based in Bridgwater as a Private Client Tax Manager. Our client offers an attractive benefits package that includes flexible working, a company pension scheme, and much more, making this an excellent platform for a talented tax professional looking to take the next step in their career. In this role, you will take ownership of a varied and interesting portfolio of private clients, providing high-quality advisory and compliance services across personal tax, trusts, and estates. You will work closely with partners and senior stakeholders, playing a key role in delivering technically strong tax advice while building and maintaining excellent client relationships. The firm has a genuine commitment to staff development and a supportive culture that rewards ambition and expertise. Crowe Watson Recruitment, a specialist recruiter widely respected for its dedication to placing top talent within the UK accountancy sector, is proud to be working exclusively on this search. This is a genuinely exciting opportunity for a motivated Private Client Tax professional to join a firm that invests in its people and offers real scope for progression. If you are looking for a role where your skills will be valued and your career can truly flourish, we would love to hear from you. 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. Please note that Crowe Watson Recruitment is unable to assist with sponsorship applications. Applicants must have the right to work in the UK without the need for visa sponsorship. 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 clients, delivering personal tax compliance and advisory services to a high standard, • Providing expert guidance on trusts, estates, inheritance tax planning, and wider private client matters, • Reviewing and preparing self-assessment tax returns, ensuring accuracy and compliance with HMRC requirements, • Building and developing strong client relationships, acting as a trusted point of contact for complex tax queries, • Supporting and mentoring junior members of the team, contributing to their development and the wider team's successRequirements, • ATT, CTA, ACA, or ACCA qualified (or equivalent), with a strong background in private client tax, • Must have previous experience working within a UK Practice environment, • Demonstrable experience managing a client portfolio and delivering high-quality tax advice, • Strong technical knowledge of personal tax, trusts, and estate planning, • Excellent communication and interpersonal skills, with the ability to build lasting client relationships