Private Client Tax Manager - Hybrid, Lead & Develop Team

Pro-Tax; Taunton; 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 each year

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 Bristol, Taunton or Yeovil. The role focuses on compliance, managing client relationships and supporting junior colleagues in a collaborative environment.

The position offers a hybrid working model, a salary of £55,000–£65,000, and benefits including annual salary reviews, health plan, volunteering day, and more. A strong team player with ATT/CTA qualifications is preferred.

Qualifications

• ATT and/or CTA qualified.
• Experience in Private Client or Personal Tax at Manager level.
• Strong team player with collaborative approach.
• Excellent organisational and client relationship skills.

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

Private client tax management

Manager level experience

Education

ATT/CTA qualified

Job description

Pro-Finance is seeking a Private Client Tax Manager to join its growing Personal Tax team across Bristol, Taunton or Yeovil. The role focuses on compliance, managing client relationships and supporting junior colleagues in a collaborative environment.

The position offers a hybrid working model, a salary of £55,000–£65,000, and benefits including annual salary reviews, health plan, volunteering day, and more. A strong team player with ATT/CTA qualifications is preferred.