Tax Senior Manager - Private Client

KPMG-UnitedKingdom; Bristol; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading advisory firm is seeking a Senior Manager for its Private Client tax team in Bristol. This role involves leading client engagements, providing tax advice to high net worth individuals, and managing a local team. The ideal candidate holds ACA, CA, CTA, or ACCA credentials, possesses strong personal tax knowledge, and has a proven ability to build long-term client relationships.

Qualifications

• Proven track record in private client advisory matters.
• Excellent technical knowledge of shareholder tax planning.
• Strong interpersonal skills and team ethic.

Responsibilities

• Lead delivery of quality output to clients.
• Develop strong relationships with portfolio clients.
• Project manage complex tax advice delivery.

Skills

Client relationship management

Personal tax knowledge

Commercial awareness

Education

ACA, CA, CTA, ACCA or equivalent

Job description

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Client:

KPMG-UnitedKingdom

Location:

Bristol, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

8cd77c221fb7

Job Views:

5

Posted:

19.08.2025

Expiry Date:

03.10.2025

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Job Description:

Job description

The KPMG Private Client tax team is a fast-growing and integral part of the wider KPMG tax practice. In order to support further growth we are looking to appoint a Senior Manager in Bristol.

We are looking for excellent candidates with a proven track record in this area who are seeking a dynamic and supportive working environment to help deliver these solutions.

You would be expected to lead the delivery of a quality output to our clients and participate in winning new clients by bringing new offerings to the market. Your client base would include a portfolio of high net worth clients, entrepreneurs, shareholders and international individuals.

Responsibilities
• Developing and maintaining strong relationships with portfolio clients and identifying leads for new work.
• You will be required to build and expand your internal and external network to generate new opportunities by focusing specifically on allocated clients and targets.
• Assist in the management of the local team and take responsibility for the coaching and development of other team members.
• Build a strong relationship with Corporate Finance colleagues to deliver tax advice to shareholders going through a transaction.
• Assessing client's personal tax position before developing and researching innovative solutions.
• Project managing the delivery of complex tax advice and the subsequent implementation of that advice.
• Controlling the financial aspect of an assignment by evidencing strong WIP management and billing controls

Qualifications and Skills
• ACA, CA, CTA, ACCA or equivalent with strong personal tax knowledge/experience

Experience and Background
• Excellent technical specialist knowledge and expertise on all matters relating to private client advisory matters including shareholder tax planning, transaction-based advice, advising on key tax reliefs (such as BADR and BPR) and international tax planning.
• Combines this technical knowledge with a strong commercial awareness to enable confident dialogue with business owners.
• Proven track record of building long term client relationships with high ranking C suite senior executives and shareholders which generate advisory opportunities.
• A passion for delivering exceptional service achieved by strength and depth of client relationships.
• Sustains a high level of drive, shows enthusiasm and a positive attitude that translates across the team.
• A strong team ethic and the ability to grow resources and personally invest both within your immediate peer group but also more widely across the firm.
• Be a self-starter who grasps market opportunities to develop new business.

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