Private Client Tax Manager

The Private Client Tax Manager role in Bristol offers an exciting opportunity to oversee and manage tax advisory services for high-net-worth individuals and families. This position is ideal for someone with strong expertise in private client tax and a passion for delivering excellent client service.

Client Details

This professional services firm is a recognised leader in the tax industry, known for its commitment to providing expert guidance and innovative solutions. As a large organisation, it serves a diverse range of clients and offers a collaborative and supportive working environment.

Description

• Provide expert tax Compliance and Advisory services to high-net-worth individuals and families.
• Manage a portfolio of private clients, ensuring timely and accurate delivery of tax compliance services.
• Offer strategic advice on inheritance tax, trusts, and estate planning matters.
• Build and maintain strong relationships with clients, providing tailored solutions to their tax needs.
• Collaborate with other departments to ensure a seamless client experience.
• Supervise and mentor junior team members, fostering their professional growth.
• Stay up-to-date with changes in tax legislation and communicate their implications to clients.
• Identify new business opportunities and contribute to the growth of the tax department.

Profile

A successful Private Client Tax Manager should have:

• A strong background in private client tax, including compliance and advisory work.
• Professional qualifications such as CTA or ACA (or equivalent).
• Excellent knowledge of inheritance tax, trusts, and estate planning.
• Proven ability to manage client relationships effectively.
• Strong communication and organisational skills.
• A proactive approach to identifying opportunities and solving complex problems.

Job Offer

• A competitive salary in the range of £55,000 to £65,000 per annum.
• Generous holiday allowance to support work-life balance.
• Opportunities for professional development and career progression.
• Collaborative company culture with a focus on expertise and innovation.
• Comprehensive benefits package.

This is an excellent opportunity to advance your career as a Private Client Tax Manager in Bristol. Apply now to join a leading organisation in the professional services industry.