Job description
Job Title: Private Client Tax Senior Manager
Location: City of Bristol - hybrid working model
Salary: £65,000 - £80,000 + benefits package!
The Role:
My client have an opportunity to deliver exceptional tax compliance and advisory services to a diverse portfolio of individuals, including internationally mobile clients, non-UK residents, and high-net-worth (HNW) individuals. You will play a key role in advising on cross-border tax matters, helping clients navigate complex areas such as residency, overseas income, and offshore assets. Your typical day-to-day will include:
• Managing a portfolio of private clients, including HNW individuals, internationally mobile individuals, and some trusts
• Drafting reports and advice covering areas such as residence and domicile, remittance basis, and international tax planning
• Advising clients on the tax treatment of overseas income and gains, including foreign investments and property
• Supporting clients with double tax relief and cross-border tax considerations
• Undertaking CGT advice on property, shares, and other assets for both UK resident and non-UK resident individuals
• Providing guidance on offshore income, disclosures, and reporting requirements
• Meeting with clients to understand and advise on their tax planning needs, including international aspects
• Reviewing the work of more junior staff and contributing to their professional development
• Providing and managing compliance services, including the preparation and review of self-assessment tax returns with international elements
• Requesting, collating, and maintaining client information, particularly relating to overseas income and assets
• Maintaining direct contact with clients, HMRC, and other professional advisers to deliver an excellent client service
• Identifying opportunities to support clients further, including collaboration with other teams such as financial planning
The Individual:
• Previous experience in a personal tax compliance and advisory role, with exposure to international/private client matters
• ATT or CTA qualified (or equivalent), with strong and up-to-date technical knowledge
• Good understanding of residence, domicile, and cross-border tax issues affecting individuals
• Experience preparing or reviewing returns involving foreign income, gains, or offshore matters
• Understanding of compliance standards imposed by relevant regulatory authorities
• Organised, with the ability to manage competing priorities and meet deadlines
• Professional and discreet, with strong interpersonal skills and the ability to build rapport with clients