Tax Senior Manager - Private Client

TN United Kingdom; Bristol; On-site; GBP 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Senior Manager to join their growing Private Client tax team in Bristol. This role involves leading the delivery of quality tax solutions for high net worth clients while fostering strong relationships and generating new business opportunities. Candidates should possess a strong background in personal tax, excellent technical knowledge, and a passion for delivering exceptional client service. Join a dynamic and supportive environment where your expertise will drive success and innovation in tax advisory services.

Qualifications

• Strong personal tax knowledge with ACA, CA, CTA, or ACCA qualifications.
• Proven track record in client relationship management and advisory services.

Responsibilities

• Develop and maintain strong relationships with high net worth clients.
• Manage local team and coach team members for professional growth.
• Project manage the delivery of complex tax advice.

Skills

Personal Tax Knowledge

Client Relationship Management

Commercial Awareness

Team Management

Project Management

Education

ACA

CA

CTA

ACCA

Job description

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Client:

KPMG

Location:

Bristol, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

78f32be410e5

Job Views:

19

Posted:

02.05.2025

Expiry Date:

16.06.2025

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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.