Personal Tax Manager, Private Client Manager

Page Personnel; Bristol; On-site; GBP 52,000 - 60,000; Full time

Job summary

Join a leading chartered accountancy firm in Bristol as a Personal Tax Manager, overseeing compliance and advisory services for a diverse range of clients. This pivotal role offers a competitive salary and significant career progression for professionals experienced in managing personal tax matters.

Qualifications

• Experience in personal tax within accountancy or specialist tax firms.
• Qualified CTA and/or ATT/ACA/ACCA.
• Strong compliance skill set.

Responsibilities

• Manage a portfolio of personal tax cases with compliance services.
• Develop teams and oversee advisory tax planning.
• Deliver personal tax compliance to a varied client base.

Skills

Compliance Management

Tax Planning

Advisory Skills

Team Development

Education

CTA

ATT

ACA

ACCA

Job description

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Personal Tax Manager, Private Client Manager, Bristol

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Client:

Page Personnel

Location:

Bristol, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

3ad984e97a49

Job Views:

6

Posted:

22.06.2025

Expiry Date:

06.08.2025

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Job Description:

• Personal Tax Manager to join a growing firm of accountants in Bristol
• Managing compliance & advisory, developing teams and progression on offer.

About Our Client

Based in Bristol this chartered accountancy practice firm has a strong reputation acting for wide ranging personal tax clients. Whilst a quality compliance service is a key service offering, you will also deliver on wider advisory and tax planning and business advice and the right professional will carve a key position managing the delivery of personal tax compliance to this firms wide ranging clients, providing a key support to the firms partners.

Job Description

Joining as Personal Tax Manager, based from the firms Bristol offices, you will manage a wide ranging portfolio of personal tax cases overseeing and managing the delivery of compliance services. The firm has varied clients across Directors of wide ranging corporate and OMB limited companies, HNWIs and other individuals, with potential for involvement with probate and delivering on other wide ranging, tax planning work across CGT, IHT etc. The role provides an ideal opportunity for the right tax professional looking to carve a pivotal role and an excellent opportunity for the right professional looking to lead and manage the personal tax service delivery within a highly respected, successful chartered firm of accountants.

The Successful Applicant

Ideally CTA and/or, ATT/ACA/ACCA qualified, you will have developed a personal tax career within accountancy practice or specialist tax firm. Your experience will have been developed in any mix of Top Tier, Top Ten, 50, larger regional independent firm background, or small independent firms of accountants / specialist tax firm. Your background will have focused down the personal tax route with a strong compliance skill set to Personal Tax Manager levels.

What's on Offer

£52,000 - £60,000 + with additional benefits. Please apply online and for a further confidential discussion to find out more about this opportunity please contact Mark Bailey on 01179 271452.