OMB Tax Manager

PRO-TAX RECRUITMENT LIMITED; West of England; On-site; GBP 52,000 - 65,000; Full time

Benefits offered by this job

Health cash plan

Discounted gym memberships

Extra annual leave

Job summary

PRO-TAX RECRUITMENT LIMITED in Bristol is seeking a Private Client Tax Manager to advise owner-managed businesses, families and individuals across a broad range of tax matters. The role emphasizes building long-term relationships and delivering joined-up advice.

You'll work with accountants and solicitors, explain complex tax issues in accessible terms, and support business and family wealth planning while considering commercial and personal objectives. A CTA or equivalent experience is valued.

Qualifications

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

Responsibilities

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

Skills

Tax advisory

Client relationships

Communication

Education

CTA qualification preferred

Job description

Private Client Tax Manager

Bristol

£52,000 - £65,000

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.

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.