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For Companies At a Glance
- Tasks: Lead high-value tax projects and mentor future specialists in a dynamic environment.
- Company: Award-winning firm recognised for its workplace culture and commitment to development.
- Benefits: Private medical insurance, flexible holidays, and electric vehicle lease options.
- Why this job: Join a top-rated workplace and make a real impact on elite client portfolios.
- Qualifications: CTA qualified with expertise in inheritance tax and exceptional relationship-building skills.
- Other info: Clear pathway to partnership and opportunities for professional growth.
The predicted salary is between 48000 - 72000 £ per year.
Location: City of Bristol - Flexible Working Available (2/3 days)
What's Special About This Role?
- #20 UK’s Best Large Workplace 2025 (climbed 4 places) - Great Place to Work certified
- #6 Best Workplace for Women out of 100 large UK organisations
- #24 Best Workplace for Development - genuine investment in your continued growth
- Elite Client Portfolio - Advise landed estates, ultra-wealthy families, and complex business dynasties
- Senior Advisory Role - Be the primary relationship manager and strategic thinker for high-value clients
- Practice Leadership - Drive the direction of our private client services and mentor future specialists
Responsibilities
- Lead multi-million pound inheritance tax and succession planning projects
- Coordinate with elite legal counsel and financial specialists on complex multi-disciplinary solutions
- Act as the primary trusted advisor to discretionary, high-net-worth clients
- Identify and develop opportunities within exclusive existing client relationships
- Represent the firm at premium networking events and industry gatherings
- Influence strategic direction of private client and owner-managed business services
- Mentor and develop junior specialists in complex private client taxation
- Drive team performance, billing efficiency, and profitability metrics
- Provide technical leadership on the most challenging family wealth structures
The Individual
- CTA qualified with current technical mastery (STEP, ACA, or ACCA highly valued)
- Deep specialization in inheritance tax, trusts, estates, and family business structuring
- Commercial qualities with exceptional relationship-building capabilities
- Creative strategic thinking for complex multi-generational wealth challenges
- Leadership excellence to inspire and develop high-performing teams
Benefits Package
- Private medical insurance and comprehensive healthcare coverage
- 4x salary life assurance and group income protection for complete security
- Flexible holiday purchasing – buy up to 5 additional days for ultimate work-life integration
- Electric vehicle lease scheme and sustainable commuting options
- Charitable Foundation providing emergency support and community giving opportunities
- Executive-level support including counselling services for you and your family
- Clear partnership pathway – established track record of promoting senior managers
Seniority level: Mid-Senior level
Employment type: Full-time
Job function: Accounting/Auditing
Private Client Tax Senior Manager in Bristol employer: Insite Group
Contact Detail:
Insite Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Senior Manager in Bristol
✨Network Like a Pro
Get out there and mingle! Attend industry events, seminars, and networking gatherings. It's all about making connections that could lead to your next big opportunity.
✨Show Off Your Expertise
When you meet potential employers or clients, don’t be shy about showcasing your knowledge in inheritance tax and family business structuring. Share insights and case studies to demonstrate your value.
✨Follow Up with Flair
After meeting someone, drop them a quick email or LinkedIn message to thank them for their time. It keeps you on their radar and shows you're genuinely interested in building a relationship.
✨Apply Through Us!
Don’t forget to check out our website for the latest job openings. Applying directly through us not only streamlines the process but also gives you a better chance of landing that dream role!
We think you need these skills to ace Private Client Tax Senior Manager in Bristol
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Private Client Tax Senior Manager role. Highlight your CTA qualifications and any relevant experience in inheritance tax and family business structuring to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your relationship-building capabilities and strategic thinking. Tell us why you’re passionate about working with high-net-worth clients and how you can contribute to our elite client portfolio.
Showcase Your Leadership Skills: Since this role involves mentoring junior specialists, don’t forget to highlight your leadership experience. Share examples of how you've inspired teams or driven performance in previous roles to demonstrate your fit for our practice leadership.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Insite Group
✨Know Your Stuff
Make sure you brush up on your technical knowledge, especially around inheritance tax, trusts, and family business structuring. Being CTA qualified is a must, so be ready to discuss your qualifications and how they apply to the role.
✨Showcase Your Relationship Skills
This role is all about building trust with high-net-worth clients. Prepare examples of how you've successfully managed client relationships in the past, and think about how you can demonstrate your exceptional relationship-building capabilities during the interview.
✨Think Strategically
As a strategic thinker, you'll need to show that you can tackle complex multi-generational wealth challenges. Be prepared to discuss specific scenarios where you've had to think creatively to solve problems for clients.
✨Leadership Matters
Since this position involves mentoring junior specialists, highlight your leadership experience. Share examples of how you've inspired and developed teams in previous roles, and be ready to discuss your approach to driving team performance.
