Client Portfolio Manager jobs in Bristol

Tax specialists Taylor Rose Recruitment have just been instructed on a fantastic Private Client Tax Manager or Senior Manager opportunity on behalf of our client in Central Bristol. Working with a varied and entrepreneurial private client portfolio involving a mixture of tax advisory, compliance and ad hoc project work. Clients range from HNWIs, UHNWIs, Directors, Business Owners to Non...

Position - Field Care Manager Salary - £28000 + bonus. A knowledgeable candidate with experience of Care Planning, Managing Client Relationships and Undertaking Assessments all with a focus on quality within a domiciliary care environment, and willing to take on the challenge of managing and growing an existing live-in care portfolio. Previous experience of people management including:...

Job Description Private Client Tax Senior Manager - Strategic Advisory & Leadership Role This is an exceptional opportunity for an experienced private client tax professional to step into a senior leadership role with a strong focus on complex advisory work and team development. As Senior Manager, you'll play a pivotal role in delivering strategic tax advice to a high-calibre client base, while...

You will be an experienced, qualified accountant who is looking to join an accountancy practice in Clifton.

You will be part of a tight-knit team, managing a portfolio of clients and providing high-quality accounting, audit and tax services.

Job Description I am partnering with a long-established and highly reputable accountancy practice based in Bristol to appoint an experienced VAT Manager. This vacancy has arisen due to continued growth in the firm's VAT advisory portfolio, and it represents an excellent opportunity for a technically strong VAT specialist seeking a senior role with genuine influence.Overview of the RoleThe...

You will oversee relationships, ensure work is delivered to a high standard, and work closely with senior leadership to provide advisory and consultancy support that helps clients achieve their business goals. - The role offers the autonomy to manage your own portfolio alongside the responsibility of mentoring others and contributing to wider business success.

Job Description Job Title: Personal Tax Assistant Manager Location: City of Bristol - flexible working available Salary: £45,000 - £50,000 (dependent on experience!) The Role: I am seeking a proactive and driven Personal Tax Assistant Manager to take ownership of the personal tax compliance cycle while building lasting client relationships across my client's diverse portfolio of individuals,...

You will play a key role in managing client relationships, overseeing work delivery, and contributing to the development of junior team members. The firm is well known for its strong reputation in the South West market and offers a positive culture where expertise is recognised and rewarded.

You will also advise clients on wider planning and advisory project work across accounting/tax as well as overseeing the delivery of compliance services.

You will carve an influential role in this successful, growing firm of independent accountants with a clear route to progress on offer as well.

You will also develop and coach the trainee tax accountants into becoming accomplished business advisors. What you'll need to succeed: - Hold a relevant qualification and have experience within a private client/personal tax. - Be an excellent communicator, able to build and maintain strong client relationships.

Job Description Are you an experienced tax professional looking for your next challenge? A leading accountancy practice in Bristol is seeking a talented Corporate Tax Manager to join its dynamic and growing team.About the Role:You'll manage a portfolio of corporate clients, delivering high-quality compliance and advisory services. This is an exciting opportunity to work with a progressive firm...

Job Description An established and highly regarded firm of Chartered Accountants in Bristol is seeking an experienced Audit Manager to join their growing audit team. Offering flexible working, a competitive company pension, and much more!, this is a fantastic opportunity to take the next step in your audit career within a supportive and forward-thinking practice. The firm works with a diverse...

You will progress within this leading business overseeing the delivery of a quality compliance service, whilst also with a significant focus on leading the delivery of wide ranging tax planning and project work.

You will be either CTA and/or, ATT/ACA/ACCA qualified and you will have developed a personal tax career within accountancy practice, or within a specialist tax firm.

You will manage a portfolio of clients, overseeing all aspects of corporate tax compliance and advisory work. - Lead the preparation and review of R&D tax relief claims, ensuring technical accuracy and compliance with HMRC guidance. - Advise clients on the application of R&D legislation and identify qualifying costs for claims.

You will manage the delivery of wide ranging, complex compliance and planning projects to varied clients and play a key role in the further growth and development of their tax department, with excellent career progression on offer.

You will manage the wider team and play a key role in helping in their development, reviewing work and supporting the team with their ongoing development.

You will progress within this fast growing firm overseeing the delivery of a quality compliance service to individuals and trust clients, whilst also with increasing involvement in delivering wide ranging tax planning and project work.

You will be either CTA and/or, ATT/ACA/ACCA qualified and you will have developed a personal tax career within accountancy practice, or within a specialist tax firm.

You will lead and direct all aspects of audit services delivered across a portfolio of corporate audit clients.

You will be responsible for consulting with clients, directing all assurance services delivered, managing your team, and supporting the Partners with business development and practice management.

You will have opportunity to manage the delivery of wide ranging, complex compliance and planning projects to your clients within this growing business, with clear progression on offer.

You will assist managing the wider team and play a key role in helping in their development, reviewing work and supporting the team with their ongoing development.

You will join a highly regarded and successful private client team, taking compliance responsibility for a portfolio of HNWIs / trusts etc with associated tax planning and project work arising from this client base.

You will look to develop working relationships with your clients and colleagues across the firm, with significant client contact and responsibility.

You will also lead, manage and develop a wider team. Working closely with directors as key support, there will be clear route to progress on offer within this successful firm.

You will build client relationships and also lead, manage and develop a wider team, reviewing work and ensuring a quality of service delivery, along with technically developing the team.