Insite Group
Private Client Tax Assistant Manager
Get notified of more jobs like this · No spam, ever
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Private Client Tax Assistant Manager
I'm looking for an enthusiastic tax professional to join my clients Private Client Tax team, supporting a portfolio of trusts, estates and high-net-worth clients.
This is an opportunity to take ownership of a diverse portfolio, providing trust accounting, tax compliance and advisory services while building strong relationships with trustees, beneficiaries and professional advisers. You'll work on a broad range of matters, from trust accounts and tax returns through to inheritance tax planning, estate administration support and succession planning projects. You will also have an opportunity to manage your own client portfolio, and support the development of junior team members, whilst contributing to the continued success and growth of the team.
Location: City of Bristol - hybrid working model
Salary: £42,000 - £48,000 (DOE) + benefits
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Day-to-day responsibilities:
- Managing a portfolio of trust and estate clients, acting as a key point of contact for trustees, beneficiaries and professional advisers
- Reviewing and overseeing the preparation of annual trust accounts and trust tax returns
- Reviewing personal tax returns and supporting more complex compliance matters
- Preparing and reviewing inheritance tax returns, capital gains tax computations and 60-day property reporting obligations
- Meeting with clients to understand their needs and provide practical tax and trust-related advice
- Drafting reports, technical advice and correspondence for clients and intermediaries
- Identifying tax planning opportunities relating to trusts, estates and succession planning
- Liaising confidently with HMRC, solicitors, financial advisers and other professional contacts
- Reviewing the work of junior team members and supporting their development
- Managing workflow and ensuring client deadlines are met
- Maintaining a high standard of client service and building long-term relationships
Get help with your application
Your very own career expert that helps elevate your application to the next level.
The Individual:
- ATT, CTA, ACA or ACCA qualified (or equivalent) with relevant experience in trust accounts and private client tax
- Strong technical knowledge of trust accounts preparation and trust taxation
- Experience managing client relationships and delivering work to a high standard
- Familiar with inheritance tax, capital gains tax and related trust and estate matters
- Comfortable reviewing the work of others and supporting the development of junior colleagues
- Organised and able to prioritise workloads effectively to meet deadlines
- Professional and discreet, with the ability to build rapport quickly with clients and professional contacts
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills
Location