Private Client Tax Advisory Manager – Landed Estates

Albert Goodman; Taunton; On-site; GBP 55,000 - 85,000; Full time

Benefits offered by this job

25 days holiday

Annual salary review

Medicash

Life assurance

Employee assistance

Volunteering day

Cinema discounts

GymFlex discounts

Private medical insurance

Electric car scheme

Job summary

Albert Goodman is recruiting an experienced Private Client Tax Advisory Manager or Senior Manager to join our Landed Estates team in Taunton or Bristol. You will manage a portfolio of landed estates, rural businesses and high-net-worth individuals, delivering bespoke tax planning and succession advice tailored to complex family wealth structures.

Working with colleagues across tax, trusts and financial planning, you will lead advisory projects, develop client relationships and help shape the

Qualifications

• CTA and/or TEP qualifications.
• ACA or ACCA qualifications are desirable but not essential.
• Strong background in private client tax advisory services.
• Experience advising high-net-worth individuals, landed estates, trusts, family investment structures.
• Solid grounding in inheritance tax, capital gains tax, succession planning and trust taxation.
• Excellent interpersonal and communication skills and ability to build trusted adviser relationships.

Responsibilities

• Manage and develop a portfolio of landed estates, rural businesses and high-net-worth individuals, acting as a trusted adviser across personal and family wealth matters.
• Demonstrate pro-activity and leadership of technically complex tax planning with focus on holistic view across personal tax, partnership tax, trusts and estate planning and close company planning with consideration of where to seek specialist assistance in relation to indirect taxes (VAT and Stamp Duty Land Tax principally).
• Provide bespoke tax advisory services covering inheritance tax, capital gains tax, income tax, awareness of indirect taxes and wealth structuring, with a theme of working with a varied portfolio of clients and their property-related tax matters.
• Lead advisory assignments, ensuring practical and commercially focused solutions.
• Build and maintain strong relationships with clients, professional advisers, solicitors, land agents and other key stakeholders.
• Identify planning opportunities while ensuring clients remain compliant with evolving tax legislation and regulatory requirements.
• Review and oversee tax compliance matters where required, ensuring high standards of technical accuracy, risk management and client service.
• Support business development activities, including networking, thought leadership, and identifying opportunities to expand existing client relationships.

Skills

Private client tax advisory

Trusts & estates

High-net-worth clients

Client relationship management

Leadership

Education

CTA/TEP qualifications

ACA/ACCA desirable

Job description

Albert Goodman is recruiting an experienced Private Client Tax Advisory Manager or Senior Manager to join our Landed Estates team in Taunton or Bristol. You will manage a portfolio of landed estates, rural businesses and high-net-worth individuals, delivering bespoke tax planning and succession advice tailored to complex family wealth structures.

Working with colleagues across tax, trusts and financial planning, you will lead advisory projects, develop client relationships and help shape the