Private Client Tax Manager

Taxation; West of England; Hybrid; GBP 55,000 - 65,000; Full time

Benefits offered by this job

Hybrid working

25 days annual leave

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 to join its growing Personal Tax team in the Bristol/Taunton/Yeovil area. The role focuses on managing private client tax compliance, reviewing returns, and delivering excellent client service within a collaborative environment.

You will lead and mentor trainees and junior staff, work with senior leadership across the tax team, and ensure deadlines and workflows are managed efficiently while maintaining technical excellence.

Qualifications

• ATT and/or CTA qualification.
• Experience in Private Client/Personal Tax at Manager level.
• Strong organisational and client relationship skills.
• Ability to review work and support juniors.

Responsibilities

• Manage portfolio of private client tax compliance cases.
• Review personal tax returns for accuracy and technical quality.
• Act as a key point of contact for clients, delivering excellent service.
• Support and develop trainees and junior team members.
• Collaborate with senior leadership and colleagues across the tax team.
• Ensure deadlines are met and workflows are managed efficiently.
• Provide occasional support on advisory projects where appropriate.

Skills

Client relationships

Team player

Organisational skills

Time management

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.