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Private Client Tax Manager - Bristol
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
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
Education
Handle high quality private client tax work for new-money entrepreneurs, wealthy families, non doms and landed wealth.Take your career to the next level with one of Bristol's leading Private Client teams.
Our client maintains a high profile in the Private Client field and acts for an enviable client list of HNW and UHNW individuals. They are growing their team in Bristol and are keen to appoint an additional personal tax adviser at Manager grade.
With the support of experienced Directors and Partners, the incoming individual will take responsibility for a portfolio of private clients, managing key relationships and handling their annual personal tax compliance. Scope also exists to assist with ad hoc capital taxes planning.
Very much a client-facing role, the individual will require excellent communication and client relationship management skills.
The CTA qualification is a pre-requisite, along with demonstrable experience of advising HNWIs on income tax, CGT and IHT. Some knowledge of trusts would be helpful and experience of advising UK resident non domiciles on residence, remittance and the SRT, would be useful.
In return, our client has built a strong track‑record of supporting and developing its staff. They offer early responsibility, an agile working culture and the opportunity to progress on to Senior Manager grade.
Based in Bristol, the firm offers hybrid working 2-3 days a week if one wishes. Ref 5161
To find out more and to request a full job description, please email michaelhowells@howellsconsulting.co.uk.
Alternatively, simply apply below:
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.