Tax Manager - Family Office & Private Client Advisory

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

Job summary

An established industry player is seeking a Tax Manager to join their Family Office & Private Client Advisory team in Bristol. This role is ideal for a highly motivated qualified tax adviser or accountant with a strong background in personal tax. You will work with high net worth individuals, providing bespoke tax solutions and managing complex client portfolios. The firm values diversity and offers flexible working options, training, and a stimulating environment. Join a team that is committed to excellence and making a significant impact in the field of tax advisory.

Benefits

Flexible working options

Training and development

Secondment opportunities

Day off on your birthday

Qualifications

• Qualified accountant or tax advisor with experience in personal tax.
• Strong academic results and insight into private client issues.
• Excellent interpersonal and communication skills.

Responsibilities

• Deliver high-quality personal tax service to clients.
• Manage a diverse portfolio and provide tax planning advice.
• Oversee performance and development of junior staff.

Skills

Personal Tax Advisory

Inheritance Tax

Capital Gains Tax

Income Tax

International Tax Matters

Client Management

Analytical Skills

Communication Skills

Education

ATT

CTA

ACA

ACCA

Job description

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Tax Manager - Family Office & Private Client Advisory, Bristol

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Client:

KPMG-United Kingdom

Location:

Bristol, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

2bf3841094dd

Job Views:

12

Posted:

07.05.2025

Expiry Date:

21.06.2025

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Job Description:

Job description

At KPMG, our values define who we are and the way we do business. As a leading professional services firm, we know that our strength and capability come from our people - their different perspectives, experiences, and backgrounds. From our inclusive leadership strategy to our diversity and inclusion targets - we're making bold changes to who we are and what we do. Be part of it.

The Team

As a national practice, our FO & PC team consists of 162 members across the UK, led by 5 Partners, 3 Associate Partners, and 12 Directors.

We are a nationally run business with five core service areas:

1. Transactions and Entrepreneurial Shareholders;
2. Ultra High Net Worth Individuals;
3. International;
4. Partnerships;
5. Investigations and Enquiries.

We work with a variety of high net worth individuals - from stakeholders in privately owned and entrepreneurial businesses, executives of multi-national firms, landed estates, and senior members of private equity firms; who may be tax resident and/or domiciled in a range of jurisdictions. We also specialise in providing advice to Trusts and Estates, and Partnerships.

If you are a highly motivated qualified tax adviser/ accountant (ATT, CTA or ACA/ACCA) with experience of working in personal tax, then we'd love to hear from you.

The Role

We are looking for a Manager to join the FO & PC team in Bristol/Reading.

This is primarily an advisory role involving working with high net worth individuals - both with UK affairs and international tax issues, as well as working with entrepreneurial businesses and shareholder-owned companies.

Responsibilities include:

• Ensuring the delivery of a high-quality personal tax service to clients.
• Managing a diverse portfolio of complex clients and providing advice on inheritance tax, capital gains tax, income tax, international tax matters, and identifying opportunities for tax planning.
• Providing creative and bespoke tax solutions for various assignments.
• Project managing tax advisory assignments to meet deadlines, risk management, and compliance standards.
• Managing work in progress, billing, and cash collection.
• Overseeing the performance and development of junior staff.

Qualifications, Skills & Experience

Candidates should have:

• Qualified accountant or tax advisor with experience in personal tax and a varied client base.
• Strong academic results and insight into private client issues.
• Excellent interpersonal, oral, and written communication skills.
• The ability to deliver bespoke tax solutions.
• Teamwork and initiative.
• High analytical skills and a commercial approach.

We offer flexible working options, training, development, and a stimulating environment to support your career ambitions. 'Our Deal' includes benefits like secondment opportunities, banking services, a day off on your birthday, and open discussions about your career growth.