Family Office & Private Client Tax Manager Bristol

Michael Page; Gloucester; Hybride; GBP 50 000 - 61 000; Plein temps

Avantages offerts par ce poste

Hybrid working

International network

Professional development & career path

Résumé du poste

Michael Page is seeking a Family Office & Private Client Tax Manager to lead advisory work for high-net-worth individuals and international clients. The role focuses on inheritance tax, capital gains tax, and income tax, with exposure to entrepreneurs and privately owned businesses.

The team combines local advisers with an international network, offering bespoke solutions and development opportunities within a large national operation.

Qualifications

• Experience solving complex private client tax matters.
• Advisory tax experience for high-net-worth individuals.
• Ability to manage multiple client assignments and deadlines.

Responsabilités

• Manage a varied portfolio of complex private clients.
• Provide high-quality personal tax advice across UK and international matters.
• Advise on inheritance tax, capital gains tax and income tax.
• Support international and cross-border tax considerations.
• Develop bespoke solutions to complex one-off tax issues.
• Project manage tax advisory assignments from planning to delivery.
• Manage deadlines, WIP, billing and cash collection.
• Mentor junior team members and support their development.

Connaissances

Analytical skills

Communication

Problem-solving

Client relationships

Coaching/mentoring

Formation

ATT/CTA/ACA/ACCA qualifications

Description du poste

As a Family Office & Private Client Tax Manager in London, you'll focus on managing complex tax affairs for high-net-worth individuals and internationally connected clients. This role supports entrepreneurs and privately owned businesses, helping to navigate intricate tax matters such as inheritance tax, capital gains tax, income tax, and international assignments.

Client Details

Our client is a leading professional services organisation with an established UK and international presence, providing tax, audit and advisory services to a diverse client base. Its Family Office and Private Client specialists advise business owners, entrepreneurs, landed estates, trustees, family offices and wealthy individuals across their tax affairs.

The wider private client team combines locally based advisers with access to specialists across an extensive international network. Its approach centres on delivering personal, pragmatic and tailored advice, ranging from bespoke tax planning through to wider family office matters and complex international requirements.

Description

This is an excellent opportunity for an experienced personal or private client tax professional to join a highly regarded Family Office & Private Client team in Bristol.

Predominantly advisory in nature, the position offers exposure to a sophisticated portfolio of high-net-worth individuals, entrepreneurs, shareholders, landed estates and internationally connected clients. The successful Tax Manager will advise across a broad range of UK and international personal tax matters while developing trusted, long-term client relationships.

Responsibilities will include:

• Managing a varied portfolio of complex private clients
• Providing high-quality personal tax advice across a range of assignments
• Advising on inheritance tax, capital gains tax and income tax matters
• Supporting clients with international and cross-border tax considerations
• Working with entrepreneurs and shareholders of privately owned businesses
• Identifying opportunities to provide additional advisory support to clients
• Developing bespoke solutions to complex or one-off tax issues
• Project managing tax advisory assignments from planning through to delivery
• Managing deadlines, risk procedures, WIP, billing and cash collection
• Supporting the performance and career development of junior team members

The role sits within a substantial national Family Office & Private Client operation which currently comprises of nearly 200 professional to thrive with.

Profile

A successful Family Office & Private Client Tax Manager should have:

The successful candidate is likely to be an experienced personal or private client tax professional who enjoys solving complex problems and wants to develop their career further within advisory work.

You may be:

• ATT, CTA, ACA or ACCA qualified
• An experienced tax professional who has developed expertise through experience
• Currently working within personal tax, private client tax or a related discipline
• Experienced in advising a varied portfolio of private clients
• Comfortable dealing with complex personal tax matters
• Commercially minded with strong analytical and problem-solving skills
• A confident communicator capable of building strong client relationships
• Able to manage assignments independently while contributing to a wider team
• Interested in coaching and developing partly and newly qualified colleagues

Importantly, candidates qualified through experience rather than professional examinations are also encouraged to apply

Job Offer

• Competitive salary between 49,500 and 60,500, commensurate with your skill and experience.
• Exposure to high-net-worth and internationally connected individuals.
• Opportunities to work on complex inheritance tax, capital gains tax, and income tax cases.
• Experience working with entrepreneurs and privately owned businesses.
• Hybrid and flexible working
• Predominantly advisory private client tax work
• Complex inheritance tax, CGT, income tax and international assignments
• Opportunity to work with entrepreneurs and privately owned businesses
• Access to a large national and international specialist network
• Excellent professional development and longer-term career opportunities

People are at the heart of Michael Page. We are committed to creating an inclusive environment. As an inclusive recruiter we welcome applications from people of all backgrounds, identities and experiences. If you require any adjustments or accommodations during the recruitment process, we'll work with you to ensure you can perform at your best.