Private Client Tax Manager

Albert Goodman; West of England; On-site; GBP 65,000 - 90,000; Full time

Benefits offered by this job

25 days holiday

Annual salary review

Medicash Plan

Life assurance

Employee assistance programme

Volunteering day

Cinema society discounts

GymFlex discounts

Private medical insurance

Electric car and cycle to work schemes

Job summary

Albert Goodman is seeking a Private Client Tax Manager – Compliance & Advisory to lead a diverse portfolio from Bristol or Taunton. You will oversee income, CGT and IHT planning, reviews of self-assessment returns, and collaboration with partners to grow the private client tax offering.

You will mentor ATT/CTA trainees, work with colleagues across advisory, audit, and financial planning teams, and contribute to client development and high-quality service delivery.

Qualifications

• CTA or ACA/ACCA qualification required.
• Experience in private client or personal tax at manager level.
• Experience training and developing others.
• Excellent people skills and ability to build strong client relationships and deliver outstanding service.

Responsibilities

• Act as main point of contact for a varied portfolio of private clients and manage the service they receive.
• Deliver income tax, capital gains tax and inheritance tax advice on business exits, share transactions, property disposals, succession and estate planning.
• Review self-assessment tax returns; oversee the compliance cycle for your portfolio with a capable team.
• Prepare and review technical tax reports and written advisory work for clients.
• Manage HMRC enquiries and disclosures.
• Mentor and support ATT and CTA trainees, as well as newly qualified staff.
• Advise partners and directors outside of tax where specialist input is needed.
• Engage in business development, networking with prospective clients and writing for client publications.

Skills

CTA qualification

ACA/ACCA

Private Client Tax

Training & mentoring

Client relations

Job description

Private Client Tax Manager – Compliance & Advisory

The role

We are looking for a manager to join our Private Client Tax team in either Bristol or Taunton. In this role you will manage a varied client portfolio, review complex returns and assist with advisory work: the business sale, the property disposal, the inheritance tax and succession planning. We aim to shape the balance and variety around your strengths and interests, as well as where you want to take your career.

Our clients are the reason the work stays interesting: owner managed businesses, landed estates, professionals, high net worth individuals and families, trusts and estates – many of them are relationships that the firm has held for generations.

As a manager, you will have an important role in a friendly, experienced and genuinely supportive team. You will work closely with partners, directors and colleagues across the firm, and play a real part in shaping how our private client tax offering continues to grow, whilst helping develop those around you.

What you’ll be doing

• Acting as main point of contact for a varied portfolio of private clients and manage the service they receive
• Assisting with delivering income tax, capital gains tax and inheritance tax advice on business exits, share transactions, property disposals, succession and estate planning
• Reviewing self-assessment tax returns; overseeing the compliance cycle for your portfolio, with a strong team handling the routine work
• Preparing and reviewing technical tax reports and written advisory work for clients
• Managing HMRC enquiries and disclosures
• Mentoring and supporting ATT and CTA trainees, as well as newly qualified staff
• Advising clients of partners and directors outside of tax, where specialist input is needed
• Business development, including some networking, meeting prospective clients and writing for client publications
• Working alongside colleagues in our audit, business services, farms and estates and financial planning teams to give clients joined up advice

What we need from you

You will:

• Be CTA qualified and/or ACA/ACCA qualified, with strong personal tax experience
• Have experience at a similar level within private client or personal tax
• Be experienced in training and developing others, demonstrating a collaborative approach
• Have excellent people skills and the ability to develop strong working relationships with clients, as well as offer outstanding service
• Be self-motivated with a strong work ethic

What we can give you in return

We offer a fantastic place to work with a competitive and flexible benefits package. This includes:

• A minimum of 25 days holiday which increases with length of service. Plus, the option to buy and sell holiday
• An annual salary review
• A Level 1 Medicash Plan provided to all employees
• Life assurance, which includes access to a smart health app
• An employee assistance programme for you and your family
• One volunteering day per year
• Cinema society discounts
• GymFlex discounts
• Bupa private medical insurance available
• Electric car and cycle to work schemes

About AG

Albert Goodman is a firm of Chartered Accountants, Tax Consultants and Financial Planners, providing high-quality advice to over 5000 local and national businesses and individuals.

We are friendly, fair and forward thinking with a can-do attitude. We collaborate to achieve, and pride ourselves on being trustworthy, progressive and impactful.

Our people are vital to our continued success, and we are always looking to train and develop individuals who could be our future Partners and leaders.

Albert Goodman is committed to encouraging equality, diversity and inclusion amongst our people. We are an equal opportunities employer, as well as a Disability Confident Committed employer. We offer an environment where candidates and colleagues feel valued and ensure that no applicant or employee receives less favourable treatment on the grounds of age, race, religion or belief, disability, gender reassignment, marital status, pregnancy, sex or sexual orientation. We welcome applicants who can bring new perspectives and experiences, that not only help drive our business forward but make this an exciting firm to be part of.

What sets us apart

A career at Albert Goodman can be a varied and rewarding one. We embrace future change and development. By hiring from within and investing in a range of training programmes, we give you the chance to develop and evolve your career, no matter which route you want to take.

We form inclusive relationships that deliver. We celebrate difference and empower people to bring new ideas, solutions, and perspectives.

We make a positive difference to those with whom we work, as well as in our communities and the environment, and were immensely proud to have secured B Corp status in 2023.

We’ve previously been named the Best Companies number one accountancy firm to work for in the UK, as well as a “World Class Place to Work”. To add to the list we’ve recently been officially certified as a Great Place to Work employer, as voted for by feedback from our people!