Tax Manager - Family Office & Private Client - Bristol
Tax Manager - Family Office & Private Client - Bristol

Tax Manager - Family Office & Private Client - Bristol

Bristol Full-Time 43200 - 72000 ÂŁ / year (est.) No home office possible
Go Premium
K

At a Glance

  • Tasks: Provide bespoke tax advice to high net worth individuals and entrepreneurial businesses.
  • Company: Join a leading firm with a collaborative Family Office & Private Client team in Bristol.
  • Benefits: Enjoy flexible working, career development, and a supportive environment.
  • Why this job: Make a real impact by solving complex tax issues for diverse clients.
  • Qualifications: Qualified accountant or tax advisor with personal tax experience.
  • Other info: Dynamic team culture with opportunities for growth and innovation.

The predicted salary is between 43200 - 72000 ÂŁ per year.

We are recruiting for a FO & PC Tax Manager to join our Family Office & Private Client team based in Bristol.

The Team

Our FO&PC team is national with 159 team members across the UK, led by 11 Partners and 16 Directors. We work with high net worth individuals including stakeholders in privately owned and entrepreneurial businesses, executives of multi-national firms, landed estates and members of private equity firms, who may be tax resident and/or domiciled in a range of jurisdictions. We also advise Trusts and Estates and Partnerships.

If you are a highly motivated qualified tax adviser/accountant (ATT, CTA or ACA/ACCA) with experience in personal tax, we’d love to hear from you. We also recognise and value qualified individuals through experience rather than exams and invite you to apply.

Responsibilities

This is primarily an advisory role focusing on high net worth individuals with UK and international tax matters, and on working with entrepreneurial businesses and shareholder-owned companies. More specifically, some of the responsibilities will include:

  • Ensuring the delivery of a high quality personal tax service to our clients.
  • Managing a diverse portfolio of more complex clients and providing personal tax advice on a wide range of assignments including inheritance tax, capital gains tax, income tax, international tax matters, and identifying opportunities to advise your portfolio of clients in relation to these taxes.
  • Providing original and creative thinking to solve tax problems, often leading to bespoke tax advice and solutions for one-off assignments.
  • Project managing tax advisory assignments to ensure deadlines, risk management and compliance procedures are met.
  • Managing work in progress and ensuring prompt billing and cash collection.
  • Overseeing the performance and career development of partly and newly qualified staff.

Qualifications

Candidates interested in this role should have the following skills and qualifications:

  • Qualified accountant or tax advisor with experience in a personal tax focused environment with exposure to a varied client base.
  • Strong academic results with an insightful understanding of the issues facing private clients.
  • Strong interpersonal, oral and written communication skills.
  • Ability to deliver bespoke tax solutions to meet clients’ needs.
  • Ability to work as part of a team as well as on their own initiative.
  • Commitment to clients, colleagues and KPMG.
  • High level of analytical skills and a commercial approach to resolving issues and providing advice.

We recognise that one size does not fit all when it comes to where and when you work. We offer flexible working options and a stimulating environment to support your career ambitions.

To discuss this or wider Tax roles, apply by creating a profile, uploading your CV and beginning your application with KPMG. For further information, and to apply, please visit our website via the “Apply” button below.

Tax Manager - Family Office & Private Client - Bristol employer: KPMG UK

KPMG is an exceptional employer, offering a dynamic work culture that prioritises flexibility and employee growth. Based in Bristol, our Family Office & Private Client team provides a stimulating environment where you can engage with high net worth individuals and entrepreneurial businesses, while also benefiting from tailored career development opportunities and a commitment to work-life balance.
K

Contact Detail:

KPMG UK Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Tax Manager - Family Office & Private Client - Bristol

✨Tip Number 1

Network like a pro! Get out there and connect with people in the tax industry. Attend events, join online forums, and don’t be shy about reaching out to current employees at firms you’re interested in. You never know who might help you land that interview!

✨Tip Number 2

Prepare for those interviews by researching the company and its culture. Understand their client base and the specific challenges they face. This will help you tailor your answers and show them you’re the perfect fit for their team.

✨Tip Number 3

Practice makes perfect! Do mock interviews with friends or family to get comfortable with common questions. Focus on articulating your experience in personal tax and how you can provide bespoke solutions for high net worth clients.

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re serious about joining the team. So, get that profile set up and let’s get you on the path to becoming a Tax Manager!

We think you need these skills to ace Tax Manager - Family Office & Private Client - Bristol

Qualified Accountant
Tax Advisory
Personal Tax Experience
Inheritance Tax
Capital Gains Tax
Income Tax
International Tax Matters
Project Management
Risk Management
Compliance Procedures
Interpersonal Skills
Oral Communication Skills
Written Communication Skills
Analytical Skills
Commercial Awareness

Some tips for your application 🫡

Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Tax Manager role. Highlight your personal tax experience and any relevant qualifications like ATT, CTA, or ACA/ACCA. We want to see how you can bring value to our Family Office & Private Client team!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about working with high net worth individuals and how your background makes you a great fit for this advisory role. Let us know what excites you about the opportunity at StudySmarter.

Showcase Your Problem-Solving Skills: In your application, give examples of how you've tackled complex tax issues in the past. We love original and creative thinkers, so don’t hold back on sharing those bespoke solutions you've provided to clients!

Apply Through Our Website: We encourage you to apply directly through our website. It’s super easy! Just create a profile, upload your CV, and start your application. This way, we can keep track of your application and get back to you quicker!

How to prepare for a job interview at KPMG UK

✨Know Your Tax Stuff

Make sure you brush up on the latest tax regulations and issues, especially those affecting high net worth individuals. Be prepared to discuss specific cases or scenarios where you've successfully navigated complex tax matters.

✨Showcase Your Advisory Skills

This role is all about providing bespoke tax solutions. Think of examples from your past experience where you’ve delivered creative tax advice. Highlight how you managed client relationships and tailored your approach to meet their unique needs.

✨Demonstrate Team Spirit

Since this position involves overseeing partly and newly qualified staff, be ready to talk about your experience in mentoring or leading a team. Share how you foster collaboration and support others in achieving their goals.

✨Ask Insightful Questions

Prepare thoughtful questions that show your interest in the company and the role. Inquire about the team dynamics, the types of clients they work with, or how they handle international tax matters. This not only shows your enthusiasm but also helps you gauge if it’s the right fit for you.

Tax Manager - Family Office & Private Client - Bristol
KPMG UK
Location: Bristol
Go Premium

Land your dream job quicker with Premium

You’re marked as a top applicant with our partner companies
Individual CV and cover letter feedback including tailoring to specific job roles
Be among the first applications for new jobs with our AI application
1:1 support and career advice from our career coaches
Go Premium

Money-back if you don't land a job in 6-months

K
  • Tax Manager - Family Office & Private Client - Bristol

    Bristol
    Full-Time
    43200 - 72000 ÂŁ / year (est.)
  • K

    KPMG UK

    1000+
Similar positions in other companies
UK’s top job board for Gen Z
discover-jobs-cta
Discover now
>