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Mixed Tax Manager

Clark Wood - Tax Recruitment

Bristol

On-site

GBP 40,000 - 80,000

Full time

30+ days ago

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Job summary

An established industry player in accountancy and tax is seeking a Mixed Tax Manager to lead and develop tax services in Bristol. This role involves managing a significant client portfolio, providing expert advisory for high-net-worth individuals, and handling complex tax matters. The ideal candidate will be a qualified CTA, ACCA, or ACA with a strong background in tax advisory and business development. Join a dynamic team where your expertise will enhance the firm's market presence and client services, making a significant impact in the field of tax management.

Qualifications

  • Qualified CTA, ACCA, or ACA with significant experience in tax advisory.
  • Proven track record in business development and client management.

Responsibilities

  • Provide high-level advisory and planning services to corporate and personal tax clients.
  • Develop client services and grow the tax portfolio through networking.

Skills

Tax Advisory
Business Development
Client Management
Inheritance Tax (IHT) Planning
Capital Gains Tax (CGT) Planning

Education

CTA Qualified
ACCA Qualified
ACA Qualified

Job description

Mixed Tax Manager – Bristol

Join a Leading Accountancy & Tax Firm in Bristol

Job Opportunity: Mixed Tax Manager
Location: Bristol, South West England

Clark Wood is pleased to present an exceptional opportunity for an experienced Tax Manager to join one of Bristol's leading accountancy and tax firms. This role focuses on leading and developing the firm's tax services in Bristol while managing a significant client portfolio. The team handles complex private client and business tax matters, including advisory for high-net-worth individuals (HNWIs), trusts, family wealth, corporate transactions, and property transactions.

Role Overview:

Qualifications: CTA, ACCA, or ACA Qualified

Key Responsibilities:

  1. Provide high-level advisory and planning services to corporate and personal tax clients, focusing on SMEs, owner-managed businesses (OMBs), partnerships, and HNWIs.
  2. Develop client services, grow the tax portfolio, and enhance the firm's market presence through business development and networking.
  3. Handle tax enquiry work and offer expert guidance on inheritance tax (IHT), capital gains tax (CGT) planning, residence, and domicile matters.
  4. Advise on business restructures, corporate transactions, and property transactions.

Ideal Candidate:

  1. Qualified CTA, ACCA, or ACA with significant experience in tax advisory and planning.
  2. Proven track record in business development and client management.
  3. Expertise in IHT, CGT planning, residence, and domicile issues.

Location & Contact Information:
The Bristol office offers a central location in South West England, easily accessible from various areas across Bristol and surrounding regions.

For more information on this exciting opportunity, please contact Richard Clark at Clark Wood:

Email: richard@clark-wood.co.uk
Phone: 01173 291052

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