Private Client Tax Services Manager

S&W; Bristol; Hybrid; GBP 45,000 - 60,000; Full time

Job summary

A leading accountancy firm in Bristol is seeking a Private Client Tax Manager to provide tax compliance and advisory services for diverse private clients. The role involves managing client portfolios, supervising staff, and ensuring timely compliance. The firm offers a competitive salary and a supportive work environment focused on professional growth.

Benefits

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Fully funded professional qualification training

Cycle to work scheme

Season ticket loan

Eye care support

Qualifications

• Experience in a professional services firm.
• Ability to supervise staff and support senior management.

Responsibilities

• Managing a portfolio of clients including sole traders and trusts.
• Liaising with Partners and conducting appraisals.
• Preparing reports for clients and ensuring compliance.

Skills

Personal Tax Compliance

Communication

Interpersonal Skills

Customer Focus

Education

ACA/CTA or equivalent qualification

Job description

6 days ago Be among the first 25 applicants

Company Description
At S&W, we help our clients thrive by simplifying the complex, illuminating new paths, and shaping solutions that make a difference. As one of the UK’s top 10 fastest-growing accountancy firms, we have been a trusted partner since 1881—helping businesses and individuals meet challenges and seize opportunities across generations.

Built on expertise and driven by ambition, we provide a comprehensive range of services, including tax and accountancy, advisory and assurance, corporate finance, and restructuring. We are defined by our purpose—to help navigate challenges, unlock potential, and achieve the extraordinary.

Job Description

What will you be doing? We're seeking a talented individual to join our Private Client Tax team in Bristol. This role will provide tax compliance and advisory services for a wide range of private clients - individuals, trusts, private companies, and family offices.

Oliver Morgan Crosby, Head of Private Client Tax in Bristol, recorded an audio clip discussing the Bristol Private Client Team. Oliver also shares what she believes makes S&W a great place to work and what you can expect as part of our team. Click here to listen.

As a Private Client Tax Manager, your responsibilities will include among others:

• Managing a portfolio of clients including sole traders, partners, HNWIs, non-UK domiciliaries, non-UK residents, partnerships, and trusts.
• Identifying advisory opportunities for clients and managing these projects.
• Liaising with Partners, demonstrating strong management skills, conducting appraisals, monitoring staff performance, and providing on-the-job training for junior staff.
• Managing administration of client portfolios, ensuring compliance, accounts, tax returns, and tax computations are completed accurately and timely.
• Preparing reports for clients, attending meetings, and responding to ad-hoc inquiries regarding personal tax affairs.
• Providing exceptional client service and maintaining regular contact with clients.

Qualifications

Experience and Skills:

• Experience gained within a professional services firm.
• Good knowledge of personal tax compliance, with some exposure to planning/advisory work.
• Ability to plan workload to meet deadlines and handle pressure.
• Excellent written communication skills for drafting correspondence with clients and HMRC.
• Strong interpersonal skills for liaising with clients and staff.
• Customer-focused with a commitment to meeting deadlines and client needs.
• Ability to supervise staff and support senior management.

Education and Qualifications:

ACA/CTA or equivalent qualification.

Additional Information

Benefits include:

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working model (role dependent)
• Generous holiday package, with options to purchase additional days
• Shared parental leave
• Fully funded professional qualification training
• Cycle to work scheme
• Season ticket loan
• Eye care support

We value diversity and are committed to creating an inclusive environment. We accommodate reasonable adjustments throughout the application process.