Private Client Tax Manager

TN United Kingdom; Bristol; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading financial services firm in Bristol is seeking a Private Client Tax Manager to provide tax compliance and advisory services. The role involves managing client portfolios, ensuring compliance, and delivering exceptional client service. Ideal candidates will have experience in personal tax and strong communication skills.

Benefits

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Option to purchase additional holiday

Shared parental leave

Qualifications

• Experience within a professional services firm.
• Good knowledge of personal tax compliance.
• Ability to plan workload and handle pressure.

Responsibilities

• Managing a portfolio of clients including sole traders and trusts.
• Identifying advisory opportunities and managing projects.
• Liaising with partners and supervising junior staff.

Skills

Personal tax compliance

Advisory work

Written communication

Interpersonal skills

Customer focus

Job description

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Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.

We provide an award-winning service for our clients by employing the best people. Join us on our mission to place the power of good advice into more hands because we believe that everyone deserves access to good advice, regardless of where they’re at in their financial journey.

Our exceptional track record of growth and innovation is driven by our core values of: Personal, offering advice based on a true understanding of what matters to our clients; Partnership, working with our clients in a joined-up, collaborative way; and Performance, demonstrating a breadth and depth of advice expertise to deliver first-class results.

Read more about us and available career opportunities here.

Job Description

What will you be doing?

We’re seeking a talented individual to join our Private Client Tax team in Bristol.

This role will provide tax compliance and advisory services for a wide range of private clients — individuals, trusts, private companies, and family offices.

As a Private Client Tax Manager, your responsibilities will include among others:

• Managing a portfolio of clients including sole traders, partners, HNWIs, non-UK domiciliaries, non-UK residents, partnerships, and trusts.
• Identifying advisory opportunities for clients and managing these projects.
• Liaising with Partners, demonstrating strong management skills, including appraisals, staff performance monitoring, and on-the-job training for junior staff.
• Managing administration of the client portfolio, ensuring compliance, accounts, tax returns, and tax computations are completed accurately and timely.
• Preparing reports for clients, attending meetings, and responding to inquiries regarding personal tax affairs.
• Providing exceptional client service and maintaining regular contact with the client team.

Qualifications

Experience and Skills:

• Experience within a professional services firm.
• Good knowledge of personal tax compliance, with some exposure to planning and advisory work.
• Ability to plan workload to meet deadlines and handle pressure.
• Strong written communication skills for drafting correspondence with clients and HMRC.
• Interpersonal skills to liaise effectively with clients and staff.
• Customer focus and ability to meet deadlines.
• Ability to supervise staff and support senior management.

Education and Qualifications:

Details not specified.

Additional Information

As a colleague at Evelyn Partners, you will have access to benefits including:

• Private medical insurance
• Life assurance
• Pension contribution
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave

We value diversity and are committed to creating an inclusive environment. We welcome applications from all backgrounds and are happy to make reasonable adjustments to support your application process.