Private Client Tax Manager

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

Job summary

A professional services firm in Bristol is seeking a Private Client Tax Manager to oversee tax advisory services for high-net-worth individuals. This role requires expertise in private client tax and aims to deliver exceptional client service. The position offers a competitive salary of £55,000 to £65,000 per annum, alongside opportunities for career progression and a collaborative work environment.

Benefits

Generous holiday allowance

Opportunities for professional development

Comprehensive benefits package

Qualifications

• Strong background in private client tax, including compliance and advisory work.
• Excellent knowledge of inheritance tax, trusts, and estate planning.
• Proven ability to manage client relationships effectively.

Responsibilities

• 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.
• Build and maintain strong relationships with clients, providing tailored solutions to their tax needs.

Skills

Private client tax expertise

Client relationship management

Strong communication skills

Organisational skills

Proactive problem solving

Education

CTA or ACA (or equivalent)

Job description

The Private Client Tax Manager role in Bristol offers an exciting opportunity to oversee and manage tax advisory services for high-net-worth individuals and families. This position is ideal for someone with strong expertise in private client tax and a passion for delivering excellent client service.

Client Details

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.

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.

Profile

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.

Job 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.
• Comprehensive benefits package.

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.