Private Client Tax Manager

Pro-Tax; Yeovil; Hybrid; GBP 55,000 - 65,000; Full time

Benefits offered by this job

Hybrid working model

25 days holiday plus bank holidays

Annual salary reviews

Medicash health plan

Volunteering day

Cinema and gym discounts

Private medical insurance options

Job summary

Pro-Finance is seeking a Private Client Tax Manager to join its growing Personal Tax team across the South West, with offices in Bristol, Taunton or Yeovil. This predominantly compliance-focused role involves managing a portfolio of private client tax returns, reviewing technical quality, delivering excellent client service, and supporting trainees within a collaborative environment.

The role offers a hybrid working model, 25 days holiday plus bank holidays, regular salary reviews and a range of

Qualifications

• Experience managing private client tax compliance work.
• Ability to review personal tax returns for technical quality.
• Strong client relationship and communication skills.
• Experience mentoring junior colleagues.

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

ATT/CTA qualified

Private Client Tax experience

Client relationships

Mentoring

Team player

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.

What next:

I am looking for an ambitious Private Client Tax Manager to join this growing team. Please get in touch for further details: [e-mail] / 07979027390.

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.