Private Client Tax Manager

Page Personnel; Bristol; On-site; GBP 55,000 - 65,000; Full time

Job summary

A leading professional services firm in Bristol is seeking a Private Client Tax Manager to provide expert tax compliance and advisory services. The ideal candidate has a strong background in private client tax, professional qualifications such as CTA or ACA, and excellent communication skills. You will manage client portfolios and provide strategic advice on inheritance tax and estate planning. This role offers a competitive salary of £55,000 to £65,000 per annum.

Benefits

Generous holiday allowance

Opportunities for professional development

Collaborative company culture

Qualifications

• Experience in tax compliance and advisory services for high-net-worth individuals.
• Ability to supervise and mentor junior team members.
• Knowledge of estate planning matters.

Responsibilities

• Manage a portfolio of private clients and ensure timely delivery of services.
• Build and maintain strong client relationships.
• Identify new business opportunities for the tax department.

Skills

Strong background in private client tax

Excellent knowledge of inheritance tax

Strong communication and organisational skills

Proven ability to manage client relationships

Proactive approach to problem solving

Education

Professional qualifications such as CTA or ACA

Job description

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• Join on of the highest regarded Private Client teams in the South West?
• Work with some of the UK top HNW clients

About Our Client

This professional services firm is a recognised leader in the tax industry, known for its commitment to providing expert guidance and innovative solutions. As a large organisation, it serves a diverse range of clients and offers a collaborative and supportive working environment.

Job Description

• Provide expert tax Compliance and Advisory services to high-net-worth individuals and families.
• Manage a portfolio of private clients, ensuring timely and accurate delivery of tax compliance services.
• Offer strategic advice on inheritance tax, trusts, and estate planning matters.
• Build and maintain strong relationships with clients, providing tailored solutions to their tax needs.
• Collaborate with other departments to ensure a seamless client experience.
• Supervise and mentor junior team members, fostering their professional growth.
• Stay up-to-date with changes in tax legislation and communicate their implications to clients.
• Identify new business opportunities and contribute to the growth of the tax department.

The Successful Applicant

A successful Private Client Tax Manager should have:

• A strong background in private client tax, including compliance and advisory work.
• Professional qualifications such as CTA or ACA (or equivalent).
• Excellent knowledge of inheritance tax, trusts, and estate planning.
• Proven ability to manage client relationships effectively.
• Strong communication and organisational skills.
• A proactive approach to identifying opportunities and solving complex problems.

What's on Offer

• A competitive salary in the range of £55,000 to £65,000 per annum.
• Generous holiday allowance to support work-life balance.
• Opportunities for professional development and career progression.
• Collaborative company culture with a focus on expertise and innovation.

This is an excellent opportunity to advance your career as a Private Client Tax Manager in Bristol. Apply now to join a leading organisation in the professional services industry.