Private Client Tax Manager for HNW Families — Bristol Hybrid

Taxation; Greater London; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading private client tax advisory firm in Bristol is seeking a personal tax adviser at Manager grade. The role involves managing a portfolio of high-net-worth clients, handling annual tax compliance, and providing ad hoc capital taxes planning. Excellent communication and relationship management skills are important. A CTA qualification and experience advising on income tax, CGT, and IHT are required. The firm promotes an agile working culture with hybrid options, allowing flexibility in work location.

Benefits

Agile working culture

Early responsibility opportunities

Career progression to Senior Manager

Qualifications

• Experience advising HNWIs on income tax, CGT, and IHT is essential.
• Some knowledge of trusts is beneficial.
• Familiarity with UK resident non-domiciles is useful.

Responsibilities

• Manage a portfolio of private clients and handle annual personal tax compliance.
• Assist with ad hoc capital taxes planning.
• Maintain strong client relationships in a client-facing role.

Skills

Excellent communication

Client relationship management

Tax compliance knowledge

Advising HNWIs

Education

CTA qualification

Job description

A leading private client tax advisory firm in Bristol is seeking a personal tax adviser at Manager grade. The role involves managing a portfolio of high-net-worth clients, handling annual tax compliance, and providing ad hoc capital taxes planning. Excellent communication and relationship management skills are important. A CTA qualification and experience advising on income tax, CGT, and IHT are required. The firm promotes an agile working culture with hybrid options, allowing flexibility in work location.