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Private Client Tax Senior Manager

Insite Public Practice Recruitment Limited·Bristol (South West England)HybridSenior
£65 000 – £80 000 / year
Vox Summary
  • Role Overview: Leading private client tax compliance and advisory services, managing high-net-worth individual portfolios, and developing client relationships.
  • Key Requirements: Significant experience in private client tax, managing self-assessment returns, leading compliance delivery, and mentoring tax professionals.
  • Qualifications: CTA qualified preferred, or ACA, ATT, or equivalent with substantial relevant experience.
  • Conditions & Benefits: Location involves 3 days in office and 2 days remote; salary ranges from £65,000 to £80,000 plus benefits.
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Job description

Job Title: Private Client Tax Senior Manager Location: City of Bristol - 3 days in office, 2 days from home Salary: £65,000 - £80,000 + benefits! The Role: My client are looking for an experienced Senior Manager to join their Private Client team and take a leading role in the delivery and development of their personal tax compliance offering. This is a key appointment for the team and an exciting opportunity for an established Private Client tax professional who enjoys building client relationships, developing people and driving the delivery of a high-quality compliance service, whilst also having the opportunity to undertake advisory work across a broad range of private client matters. The Individual: • Significant experience within a Private Client team in a professional services environment. • Extensive experience managing a portfolio of self-assessment tax returns for high-net-worth individuals, entrepreneurs, business owners and trustees. • A strong track record of leading the delivery of a high-quality, efficient personal tax compliance service. • Experience managing and reviewing complex personal tax compliance matters, including Self-Assessment returns for individuals and trustees • Experience identifying opportunities to provide additional value and advisory support to Private Client clients. • Experience building trusted client relationships and acting as a key point of contact for clients and professional intermediaries. • Experience leading, mentoring and developing tax professionals within a Private Client team. • Strong organisational and workflow management skills, with the ability to oversee compliance delivery across a varied portfolio. • CTA qualified (preferred) or ACA, ATT or equivalent qualification with substantial relevant experience. Desirable Experience: • Experience leading or developing a Private Client compliance function. • Experience working with entrepreneurial and family-owned businesses, supporting both business and personal tax matters. • Experience of trust structuring, family succession planning and inheritance tax advisory work. • Experience of residence, domicile and international private client tax matters. • Experience contributing to business development initiatives and growth within a Private Client practice. • Experience supporting the strategic development of a Private Client team and service offering.

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Original source
reed.co.uk
Posted
Jul 21, 2026 · true date
Last verified
1 hour ago
Quality score
65/100
Salary stated30
Company identified0
applyUrl0
postedAt15
Complete description20

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