OMB Tax Manager

Pro-Tax; West of England; Hybrid; GBP 52,000 - 65,000; Full time

Benefits offered by this job

Hybrid working

Health cash plan

Discounted gym/pool memberships

Option to purchase additional annual/2

Volunteer day

Electric vehicle lease scheme

Recognition gifts for milestones

Wellbeing webinars

Job summary

Pro-Tax in Bristol is recruiting a Private Client Tax Manager for a role with a broad advisory focus across owner-managed businesses, families, and high-net-worth individuals. You will build long-term client relationships, deliver practical tax advice, and collaborate with other professionals to provide integrated planning and wealth management services.

The position offers hybrid working and the opportunity to contribute to business planning and estate planning while staying current with

Qualifications

• CTA qualified is preferred, or qualified by experience with strong tax advisory experience.
• Experience with owner-managed businesses, private clients, families, HNWI and landed estates is preferred.
• Experience in both compliance and advisory services.
• Confident discussing complex tax matters with clients and other advisers.

Responsibilities

• Advising owner-managed businesses, families and individuals across a broad range of tax matters.
• Building and maintaining long-term relationships with clients, acting as their trusted tax advisor.
• Collaborating with accountants, solicitors and other advisers to deliver joined-up advice.
• Preparing clear, practical tax advice and explaining complex topics accessibly.
• Supporting clients with business planning, succession planning and family wealth matters.
• Understanding relevant legal structures and documentation (trusts, wills, partnerships, company documents).
• Working with colleagues across tax, audit and accounts to identify opportunities and deliver a seamless client experience.
• Keeping up to date with tax legislation changes and sharing knowledge with colleagues.
• Coaching and mentoring junior team members.

Education

CTA qualified

Job description

Private Client Tax Manager

Bristol

£52,000 - £65,000

We're currently recruiting for an experienced Tax Manager to join a well-established and highly regarded Top 15 firm in Bristol.

This is a varied advisory focused role within an Owner Managed Business team, working closely with business owners, families, farming and rural clients, landed estates and high-net-worth individuals.

What's great about this Private Client Tax Manager role?

• Hybrid working model with flexible hours.
• Health cash plan, including cover for dependents.
• Discounted gym, pool and studio memberships.
• Option to purchase additional annual leave.
• One paid volunteering day per year.
• Electric vehicle lease scheme, subject to eligibility.
• Recognition gifts for key career and family milestones.
• Wellbeing webinars.

Your role as a Private Client Tax Manager:

• Advising owner-managed businesses, families and individuals across a broad range of tax matters.
• Building and maintaining long-term relationships with clients, acting as a trusted point of contact for their tax affairs.
• Working collaboratively with accountants, solicitors and other professional advisers to deliver joined-up advice.
• Preparing clear, practical advice and explaining complex tax matters in an accessible way.
• Supporting clients with business planning, succession planning and family wealth matters, taking both commercial and personal objectives into consideration.
• Developing an understanding of relevant legal structures and documentation, including trusts, wills, partnership agreements and company constitutional documents.
• Working closely with colleagues across tax, audit and accounts to identify opportunities and deliver a seamless client experience.
• Keeping up to date with changes in tax legislation and sharing knowledge with colleagues.
• Coaching and mentoring junior members of the team, supporting their technical and professional development.

What you'll need to succeed:

• Ideally you will be CTA qualified, although candidates who are qualified by experience and have strong tax advisory experience will also be considered.
• Experience of working with OMB businesses, Private Clients and families, HNWI and Landed estates preferred.
• Experience of both compliance and advisory services.
• Confident discussing complex tax matters with clients and other professional advisors.

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As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.