Personal Tax Manager - Compliance - Bristol

Pro‑Recruitment Group; West of England; On-site; GBP 70,000 - 110,000; Full time

Job summary

Pro‑Recruitment Group is recruiting a Personal Tax Manager to join a growing national team, working with high-net-worth individuals, entrepreneurs and private equity professionals across the UK and internationally.

You will manage a varied private client portfolio, handle compliance and day-to-day advisory, review complex returns, and develop relationships, while coordinating with colleagues across the advisory practice.

Qualifications

• Qualified ATT, CTA, ACA or ACCA professional with experience in personal tax.
• Experience managing a varied private client portfolio.
• Strong technical personal tax knowledge and commercial awareness.
• Excellent communication and relationship-building skills.

Responsibilities

• Manage a portfolio of HNW private clients and act as a key contact.
• Review complex personal tax returns and computations.
• Advise on capital gains, residence, remittance and property matters.
• Identify advisory opportunities and develop client relationships.
• Manage budgets, WIP, billing and risk across the portfolio.
• Collaborate with colleagues across the broader advisory team.

Skills

Private client portfolio management

Personal tax advisory

Communication skills

Relationship-building

Commercial awareness

Education

ATT/CTA/ACA/ACCA qualification

Experience via significant relevant experience

Job description

Are you an experienced Personal Tax Manager looking to work with an impressive portfolio of high-net-worth individuals, entrepreneurs, executives and private equity professionals?

We're recruiting for a growing national Personal Tax team, offering the opportunity to work with a varied and sophisticated client base across the UK and internationally.

The role

You'll manage a portfolio of private clients, taking responsibility for both compliance and day-to-day advisory matters, while identifying opportunities to develop client relationships and introduce specialist colleagues where appropriate.

Your responsibilities will include:

• Managing a portfolio of HNW private clients and acting as a key client contact.
• Reviewing complex personal tax returns and computations.
• Advising on capital gains, land and property, residence and remittance matters.
• Identifying advisory and business development opportunities.
• Managing budgets, WIP, billing and risk across your portfolio.
• Working collaboratively with colleagues across the wider advisory team.

About you

We're looking for a qualified ATT, CTA, ACA or ACCA professional with experience in personal tax. Candidates who have qualified through significant relevant experience are also encouraged to apply.

You’ll ideally have:

• Experience managing a varied private client portfolio.
• Strong technical personal tax knowledge and commercial awareness.
• Excellent communication and relationship-building skills.
• A genuine interest in private client and family office tax.

The ambition to develop your career within a dynamic and entrepreneurial team.

Whether you're an established Manager looking for your next challenge or a recently qualified individual looking to broaden your experience, this is an excellent opportunity to develop your career within a highly regarded national practice.

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.