Private Client Tax Manager - Bristol

Private Client Tax Manager 

The client's personal wealth management services include financial planning, investment management and advice, online execution-only investing and personal tax advice. For businesses, its range of services include assurance and accounting, business tax advice, employee benefits, forensic advice, fund administration, recovery and restructuring, as well as corporate finance and transaction services.

Bristol

The Bristol office comprises 35 partners and directors and around 190 staff working from offices in the heart of the city.

The team focuses primarily on the Mid-market, owner-managed businesses, private clients and professionals, and provide robust, open and honest support.  

Manager Private Client Tax Services

To manage own portfolio of clients with complex tax affairs, focusing on non-UK domiciled individuals, HNWIs, and some trusts and working with senior staff on consultancy and advisory personal tax planning and offshore projects.

Key Experience/Skills:

Significant relevant experience gained within a professional services firm.
Sound knowledge of private client tax issues with particular experience of advising non domiciled individuals and dealing with complex capital gains tax and inheritance tax matters.

JPC428