Private Client Tax Senior Manager - Bristol

Howells Consulting Ltd; Bristol; Hybrid; GBP 65,000 - 80,000; Full time

Job summary

An established industry player is seeking a CTA qualified personal tax Senior Manager to join their leading Private Client team in Bristol. This client-facing role involves managing a portfolio of high-net-worth individuals and families, providing expert advice on income tax, CGT, and IHT. You'll lead a team of junior professionals while collaborating with senior partners on personal tax planning projects. The firm promotes a healthy work/life balance with hybrid working options, offering a supportive environment for career progression. If you have exceptional communication skills and a passion for client management, this could be the perfect opportunity for you.

Qualifications

• Broad knowledge of income tax, CGT, and IHT is required.
• Experience advising on residence and domicile issues is essential.

Responsibilities

• Manage a portfolio of HNW/UHNW individuals and families.
• Oversee compliance portfolios of junior ATTs and CTAs.

Skills

Income Tax

Capital Gains Tax (CGT)

Inheritance Tax (IHT)

Communication Skills

Relationship Management

Education

CTA Qualification

ATT Qualification

Job description

One of Bristol’s leading Private Client teams is growing and keen to recruit a CTA qualified personal tax Senior Manager.

The incoming individual will take responsibility for a portfolio of HNW/UHNW individuals and their families. Typical clients will be entrepreneurial business owners, but may also include family offices, landed estates and trusts. A broad and detailed knowledge of income tax, CGT and IHT is therefore required, including experience of advising on residence and domicile issues.

The role will include managing a team of more junior ATTs and CTAs, overseeing their compliance portfolios, whilst also working closely with high profile Private Client Tax Partners and Directors on ad hoc personal tax planning projects. Very much a client-facing role, you’ll need excellent communication and relationship management skills.

You’ll join a thriving team offering support and encouragement to progress towards AD and Director grades. The team embraces a healthy work/life balance and offers hybrid working 2-3 days a week. Salary will be dependent on experience but is likely to be in the region £65k - £80k. Ref 5194

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