Private Client Tax Services Manager

TN United Kingdom; Bristol; Hybrid; GBP 40,000 - 80,000; Full time

Job summary

An established industry player is looking for a Private Client Tax Services Manager in Bristol. This role offers the opportunity to provide tax compliance and advisory services to a diverse range of private clients, including individuals and trusts. You'll manage client portfolios, identify advisory opportunities, and ensure compliance with tax regulations. With a focus on exceptional client service, you'll also supervise staff and provide training. The company values diversity and offers a hybrid working model, competitive salary, and various benefits, making it an exciting opportunity for professionals in the field.

Benefits

Private Medical Insurance

Life Assurance

Pension Contributions

Generous Holiday Package

Cycle to Work Scheme

Season Ticket Loan

Eye Care Support

Funded Professional Training

Shared Parental Leave

Qualifications

• Experience in a professional services firm is essential.
• Strong knowledge of personal tax compliance and advisory work preferred.

Responsibilities

• Manage a diverse portfolio of clients including HNWIs and trusts.
• Ensure timely completion of compliance and tax returns.
• Provide exceptional client service and maintain regular contact.

Skills

Personal Tax Compliance

Advisory Work

Client Management

Written Communication

Interpersonal Skills

Customer Service

Education

ACA/CTA or equivalent qualification

Job description

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Private Client Tax Services Manager, Bristol

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Client:

SW Group

Location:

Bristol, United Kingdom

Job Category:

Customer Service

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EU work permit required:

Yes

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Job Reference:

fe17df5f943e

Job Views:

3

Posted:

10.05.2025

Expiry Date:

24.06.2025

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Job Description:

We are seeking a talented individual to join our Private Client Tax team in Bristol. This role involves providing tax compliance and advisory services for a wide range of private clients, including individuals, trusts, private companies, and family offices.

Responsibilities include:

• Managing a portfolio of clients such as sole traders, partners, HNWIs, non-UK domiciliaries, non-UK residents, partnerships, and trusts.
• Identifying advisory opportunities and managing related projects.
• Liaising with Partners, managing staff performance, providing on-the-job training, and addressing staff questions.
• Handling administration of client portfolios, ensuring compliance, accounts, tax returns, and computations are completed accurately and timely.
• Preparing reports, attending client meetings, and responding to inquiries regarding personal tax affairs.
• Providing exceptional client service and maintaining regular contact with clients.

Qualifications and Skills:

• Experience in a professional services firm.
• Good knowledge of personal tax compliance, with exposure to planning/advisory work preferred.
• Ability to prioritize workload and meet deadlines under pressure.
• Strong written communication skills for drafting correspondence and explaining technical issues.
• Interpersonal skills for liaising with clients and staff.
• Customer-focused attitude.
• Ability to supervise staff and support senior management.

Education and Qualifications:

ACA/CTA or equivalent qualification.

Additional Benefits include:

• Competitive salary, private medical insurance, life assurance, pension contributions.
• Hybrid working model (role dependent), generous holiday package, and options for additional holidays.
• Shared parental leave, funded professional training, cycle to work scheme, season ticket loan, eye care support.

We value diversity and are committed to an inclusive workplace. Reasonable adjustments are available during the application process; please inform your Recruiter of your needs.