Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage personal tax compliance for high-net-worth clients and build strong relationships.
- Company: Leading Private Client team in Bristol with a strong reputation.
- Benefits: Early responsibility, hybrid working, and clear career progression opportunities.
- Why this job: Join a dynamic team and make a real impact on wealthy clients' financial success.
- Qualifications: CTA qualification and experience advising high-net-worth individuals required.
- Other info: Supportive environment focused on staff development and growth.
The predicted salary is between 36000 - 60000 £ per year.
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.
Responsibilities
- With the support of experienced Directors and Partners, take responsibility for a portfolio of private clients, managing key relationships and handling their annual personal tax compliance.
- Assist with ad hoc capital taxes planning.
- Client-facing role requiring excellent communication and client relationship management skills.
Qualifications
- CTA qualification is a pre-requisite.
- Demonstrable experience of advising HNWIs on income tax, CGT and IHT.
- Some knowledge of trusts would be helpful.
- Experience of advising UK resident non domiciles on residence, remittance and the SRT would be useful.
What’s on offer
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.
How to apply
To find out more and to request a full job description, please email michaelhowells@howellsconsulting.co.uk. Alternatively, simply apply below.
Private Client Tax Manager - Bristol employer: Howells Consulting Ltd
Contact Detail:
Howells Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Manager - Bristol
✨Tip Number 1
Network like a pro! Get out there and connect with people in the private client tax field. Attend industry events, join relevant online forums, and don’t be shy about reaching out to potential colleagues on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Showcase your expertise! When you get the chance to chat with potential employers, make sure to highlight your experience with HNWIs and your CTA qualification. Share specific examples of how you've managed client relationships and tackled complex tax issues – this will set you apart from the crowd.
✨Tip Number 3
Prepare for interviews by brushing up on your knowledge of current tax regulations and trends affecting private clients. Be ready to discuss how you can add value to their team, especially in areas like capital taxes planning and advising non-doms. Confidence is key!
✨Tip Number 4
Don’t forget to apply through our website! It’s the easiest way to get your application noticed. Plus, we’re always looking for passionate individuals who want to grow with us. So, take that step and submit your application today!
We think you need these skills to ace Private Client Tax Manager - Bristol
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Private Client Tax Manager role. Highlight your CTA qualification and any relevant experience with HNWIs, as this will grab our attention!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team in Bristol. Share specific examples of your client relationship management skills and how you've handled personal tax compliance.
Showcase Your Communication Skills: Since this role is client-facing, we want to see your communication prowess. Whether it's in your CV or cover letter, make sure to demonstrate how you've effectively managed client relationships in the past.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Howells Consulting Ltd
✨Know Your Stuff
Make sure you brush up on the specifics of private client tax work, especially around income tax, CGT, and IHT. Familiarise yourself with the nuances of advising HNWIs and non-doms, as this will show your potential employer that you're ready to hit the ground running.
✨Showcase Your Communication Skills
Since this role is client-facing, practice articulating complex tax concepts in a simple way. Prepare examples from your past experiences where you've successfully managed client relationships or resolved issues, as this will demonstrate your ability to connect with clients effectively.
✨Prepare Questions
Think of insightful questions to ask during the interview. This could be about the firm's approach to capital taxes planning or how they support their staff's professional development. It shows you're genuinely interested in the role and the company.
✨Dress the Part
Even if the firm has a relaxed dress code, it's always better to err on the side of professionalism for an interview. A smart outfit can boost your confidence and make a great first impression, which is crucial in a client-focused role.
