At a Glance
- Tasks: Manage a diverse portfolio of private clients and provide expert tax advice.
- Company: Dynamic tax team in Bristol offering hybrid working.
- Benefits: Competitive salary, benefits package, and opportunities for professional growth.
- Other info: Supportive environment with opportunities to mentor junior team members.
- Why this job: Make a real impact by advising high-net-worth individuals on complex tax matters.
- Qualifications: Experience in personal tax compliance, CTA qualified, and strong technical knowledge required.
The predicted salary is between 52000 - 60000 £ per year.
Here is an opportunity to join a dynamic Private Client tax team, and have the opportunity to deliver exceptional tax compliance and advisory services to a diverse portfolio of individuals, including clients with international issues, non-UK residents/long-term residents (LTRs), and high-net-worth (HNW) individuals. You will play a key role in advising on cross-border tax matters, helping clients navigate complex areas such as residency, overseas income, and offshore assets.
What to expect day-to-day:
- Managing a portfolio of private clients, including HNW individuals, clients with international matters, and some trusts
- Preparing and reviewing tax returns and supporting clients with their ongoing compliance obligations
- Drafting advice on areas including residence, the FIG regime, temporary repatriation facility (TRF) and international tax planning including IHT advice for LTRs/non-LTRs
- Advising clients on the tax treatment of overseas income and gains, including foreign investments and property
- Supporting clients with double tax relief claims and wider cross-border tax considerations
- Providing CGT advice relating to property, shares, and other assets for UK and non-UK resident individuals
- Assisting clients with offshore income, disclosures, and reporting requirements
- Building strong relationships with clients and providing practical, commercially focused advice
- Reviewing the work of junior team members and supporting their development through coaching and guidance
- Requesting, collating, and maintaining client information, particularly relating to overseas income and assets
- Maintaining direct contact with clients, HMRC, and professional advisers to deliver an excellent client experience
- Identifying opportunities to provide additional value to clients and collaborating with colleagues across the wider firm
About you:
- Previous experience in a personal tax compliance and advisory role, with exposure to international and private client matters
- CTA qualified (or equivalent), with strong technical tax knowledge
- Good understanding of residence, the FIG regime and TRF, and cross-border tax issues affecting individuals
- Experience preparing and reviewing tax returns involving foreign income, gains, or offshore matters
- Preferably experience dealing with offshore trusts, but not essential
- Confident managing client relationships and delivering advice in a clear and practical manner
- Able to balance competing priorities and manage deadlines effectively
- Strong attention to detail and commitment to delivering high-quality work
- Professional, approachable, and able to build rapport with clients and colleagues alike
- Experience supporting and developing junior team members would be advantageous
Private Client Tax Manager in Bristol employer: Jobiqo
Bromley Council is an exceptional employer, dedicated to fostering a supportive and inclusive work environment where employees can thrive. With a strong commitment to professional development, flexible working arrangements, and a generous benefits package, including a local government pension scheme and unique discounts, the Council prioritises employee well-being and career growth. Located in the vibrant Bromley Civic Centre, you will be part of a team that plays a crucial role in shaping the future of the borough while enjoying the balance of urban and suburban life.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Manager in Bristol
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as Jobiqo, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace Private Client Tax Manager in Bristol
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch Jobiqo's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at Jobiqo. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at Jobiqo!
How to prepare for a job interview at Jobiqo
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for Jobiqo.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within Jobiqo. It helps to show our commitment!
