Private Client Tax Manager

Taxation; Taunton; Hybrid; GBP 55,000 - 65,000; Full time

Benefits offered by this job

Hybrid working model

25 days holiday + bank holidays (buy/s

Annual salary reviews

Medicash health plan

Volunteering day

Cinema and gym discounts

Private medical insurance options

Job summary

Taxation is seeking a Private Client Tax Manager for a role across Bristol, Taunton or Yeovil. The package is £55,000–£65,000 with a hybrid working model.

You will manage a portfolio of private client tax compliance cases, review returns for accuracy, and act as a key client contact while supporting and developing junior staff. The role focuses on compliance with opportunities to contribute on advisory projects within a collaborative Personal Tax team.

Qualifications

• Be ATT and/or CTA qualified.
• Experience working in Private Client or Personal Tax at Manager level.
• Enjoy managing compliance work and maintaining high technical standards.
• Strong team player with a collaborative approach.
• Experience reviewing work and supporting junior colleagues.
• Excellent organisational and client relationship skills.

Responsibilities

• Managing a portfolio of private client tax compliance cases.
• Reviewing personal tax returns for accuracy and technical quality.
• Acting as a key point of contact for clients, delivering excellent service.
• Supporting and developing trainees and junior team members.
• Collaborating with senior leadership and colleagues across the tax team.
• Ensuring deadlines are met and workflows are managed efficiently.
• Providing occasional support on advisory projects where appropriate.

Skills

Client relationship management

Tax compliance

Team collaboration

Education

ATT/CTA qualified

Job description

Private Client Tax Manager

Bristol / Taunton / Yeovil

£55,000 - £65,000

An established and highly respected Top 60 accountancy and advisory firm is seeking a Private Client Tax Manager to join its growing Personal Tax team. With offices across the South West, this opportunity is available in Bristol, Taunton or Yeovil.

This is a predominantly compliance-focused role, ideal for an experienced Private Client Tax professional who enjoys managing client relationships, maintaining technical excellence, and supporting junior colleagues within a collaborative environment.

What's great about this Private Client Tax Manager role?

• Hybrid working model
• Minimum 25 days holiday plus bank holidays (option to buy and sell annual leave)
• Annual salary reviews
• Medicash health plan
• Volunteering day each year
• Cinema and gym discounts
• Private medical insurance options

Your role as a Private Client Tax Manager:

• Managing a portfolio of private client tax compliance cases.
• Reviewing personal tax returns for accuracy and technical quality.
• Acting as a key point of contact for clients, delivering excellent service.
• Supporting and developing trainees and junior team members.
• Collaborating with senior leadership and colleagues across the tax team.
• Ensuring deadlines are met and workflows are managed efficiently.
• Providing occasional support on advisory projects where appropriate.

What you'll need to succeed:

• Be ATT and/or CTA qualified.
• Have experience working within Private Client or Personal Tax at Manager level.
• Enjoy managing compliance work and maintaining high technical standards.
• Be a strong team player with a collaborative approach.
• Have experience reviewing work and supporting junior colleagues.
• Possess excellent organisational and client relationship skills.
• Demonstrate a professional and thoughtful approach to service delivery.

As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.