At a Glance
- Tasks: Lead the delivery of personal tax compliance and advisory services for high-net-worth clients.
- Company: Join a dynamic professional services firm in the heart of Bristol.
- Benefits: Flexible working, competitive salary, and opportunities for professional growth.
- Other info: Exciting opportunity to shape the future of a growing Private Client team.
- Why this job: Make a real impact by building client relationships and mentoring future tax professionals.
- Qualifications: Significant experience in Private Client tax and strong leadership skills required.
The predicted salary is between 56250 - 68750 £ per year.
Location: City of Bristol - 3 days in office, 2 days from home
The Role: My client are looking for an experienced Senior Manager to join their Private Client team and take a leading role in the delivery and development of their personal tax compliance offering. This is a key appointment for the team and an exciting opportunity for an established Private Client tax professional who enjoys building client relationships, developing people and driving the delivery of a high-quality compliance service, whilst also having the opportunity to undertake advisory work across a broad range of private client matters.
The Individual:
- Significant experience within a Private Client team in a professional services environment.
- Extensive experience managing a portfolio of self-assessment tax returns for high-net-worth individuals, entrepreneurs, business owners and trustees.
- A strong track record of leading the delivery of a high-quality, efficient personal tax compliance service.
- Experience managing and reviewing complex personal tax compliance matters, including Self-Assessment returns for individuals and trustees.
- Experience identifying opportunities to provide additional value and advisory support to Private Client clients.
- Experience building trusted client relationships and acting as a key point of contact for clients and professional intermediaries.
- Experience leading, mentoring and developing tax professionals within a Private Client team.
- Strong organisational and workflow management skills, with the ability to oversee compliance delivery across a varied portfolio.
- CTA qualified (preferred) or ACA, ATT or equivalent qualification with substantial relevant experience.
- Experience leading or developing a Private Client compliance function.
- Experience working with entrepreneurial and family-owned businesses, supporting both business and personal tax matters.
- Experience of trust structuring, family succession planning and inheritance tax advisory work.
- Experience of residence, domicile and international private client tax matters.
- Experience contributing to business development initiatives and growth within a Private Client practice.
- Experience supporting the strategic development of a Private Client team and service offering.
We’re Hiring: Private Client Tax Senior Manager employer: Insite Group
Join a highly respected independent accountancy and business advisory firm that prioritises your development and offers a people-first culture. With a competitive salary, comprehensive benefits, and a collaborative environment, you'll have the opportunity to work with a diverse portfolio of clients while receiving structured training and clear progression paths. This is an ideal workplace for those seeking meaningful relationships and long-term career growth in a supportive setting.
