Private Client Tax Manager: Growth & Advisory Lead

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

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.