Private Client Tax Manager - Bristol

Howells Consulting Ltd; Bristol; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

Join a leading Private Client team in Bristol as a personal tax adviser at Manager grade. You will manage high-quality tax work for HNW and UHNW individuals, ensuring their personal tax compliance and capital taxes planning. The firm promotes an agile culture, offers early responsibility, and supports employee development, with hybrid working options available.

Qualifications

• Strong experience advising HNWIs on income tax, CGT, and IHT.
• Some knowledge of trusts beneficial.
• Experience with UK resident non-domiciles is useful.

Responsibilities

• Manage a portfolio of private clients and their annual personal tax compliance.
• Assist with ad hoc capital taxes planning.
• Develop and maintain key client relationships.

Skills

Communication

Client Relationship Management

Tax Advising

Education

CTA qualification

Job description

Handle high quality private client tax work for new-money entrepreneurs, wealthy families, non doms and landed wealth.Take your career to the next level with one of Bristol's leading Private Client teams.

Our client maintains a high profile in the Private Client field and acts for an enviable client list of HNW and UHNW individuals. They are growing their team in Bristol and are keen to appoint an additional personal tax adviser at Manager grade.

With the support of experienced Directors and Partners, the incoming individual will take responsibility for a portfolio of private clients, managing key relationships and handling their annual personal tax compliance. Scope also exists to assist with ad hoc capital taxes planning.

Very much a client-facing role, the individual will require excellent communication and client relationship management skills.

The CTA qualification is a pre-requisite, along with demonstrable experience of advising HNWIs on income tax, CGT and IHT. Some knowledge of trusts would be helpful and experience of advising UK resident non domiciles on residence, remittance and the SRT, would be useful.

In return, our client has built a strong track-record of supporting and developing its staff. They offer early responsibility, an agile working culture and the opportunity to progress on to Senior Manager grade.

Based in Bristol, the firm offers hybrid working 2-3 days a week if one wishes. Ref 5161

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