At a Glance
- Tasks: Manage tax for high-net-worth clients and provide tailored advice.
- Company: Leading professional services firm with a collaborative culture.
- Benefits: 25 days' leave, performance bonuses, flexible pension, and private medical insurance.
- Other info: Opportunities for professional development and a commitment to inclusivity.
- Why this job: Join a dynamic team and make a real impact on clients' financial goals.
- Qualifications: Qualified accountant or tax adviser with personal tax experience.
The predicted salary is between 51750 - 63250 £ per year.
As a Tax Manager specialising in Family Office & Private Client services, you'll play a key role in providing tailored tax advice and managing compliance for high-net-worth individuals and families.
Based in Bristol, you'll help ensure that clients' financial affairs are aligned with their goals, while contributing to the smooth functioning of the professional services team.
Client Details
Our client is a leading professional services organisation with a significant UK presence, delivering a broad range of audit, tax and advisory services.
The organisation has built a strong reputation for providing high-quality professional advice to businesses, private clients and other organisations, while maintaining a collaborative and inclusive working environment.
The successful candidate will join an established national Family Office & Private Client practice comprising 159 professionals, including 11 Partners and 16 Directors.
The team advises high-net-worth individuals, entrepreneurs, business owners, senior executives and private equity professionals, as well as trusts, estates and partnerships, with exposure to both UK and international tax matters.
- Description
- Manage a varied portfolio of complex high-net-worth private clients.
- Deliver high-quality personal tax advisory services across the client portfolio.
- Advise on inheritance tax, capital gains tax and income tax matters.
- Provide advice on UK and international personal tax issues.
- Develop bespoke solutions to complex and one-off client tax assignments.
- Identify opportunities to provide additional tax advice to existing clients.
- Project manage advisory assignments, ensuring deadlines and procedures are met.
- Maintain appropriate risk management and compliance standards.
- Manage work in progress, billing and cash collection.
- Oversee the performance and career development of junior and qualified staff.
- Profile
- Qualified accountant or tax adviser, ideally ATT, CTA, ACA or ACCA.
- Applications also welcomed from candidates qualified through experience.
- Strong background within personal tax and experience of a varied client portfolio.
- Good technical understanding of the tax issues affecting private clients.
- Able to analyse complex tax matters and develop commercially focused solutions.
- Strong written and verbal communication skills.
- Confident building relationships with clients and internal stakeholders.
- Able to work collaboratively within a team and independently when required.
- Highly organised with the ability to manage multiple assignments and deadlines.
- Commercial, analytical and committed to delivering excellent client service.
- Job Offer
- 25 days' annual leave
- Option to purchase up to 10 additional days' holiday
- Additional day off for your birthday
- Performance-related bonus scheme
- Flexible pension options
- Life assurance of four times salary
- Car cash allowance for Managers and above
- Private medical insurance for Assistant Managers and above
- Core health assessment for Managers and above
- 24/7 access to private remote GP appointments
- Flexible benefits including dental, travel and critical illness insurance
- Cycle-to-work scheme
- Workplace ISA savings
- Lifestyle discounts
- Six days of paid volunteering time each year
- Employee assistance programme with confidential advice and counselling
- Learning, mentoring, workshops and professional development opportunities
People are at the heart of Michael Page.
We are committed to creating an inclusive environment.
As an inclusive recruiter we welcome applications from people of all backgrounds, identities and experiences.
If you require any adjustments or accommodations during the recruitment process, we'll work with you to ensure you can perform at your best.
Tax Manager - Family Office & Private Client - Bristol employer: Michael Page Finance Careers
As a Financial Accountant with a local authority in London, you will be part of a dynamic team dedicated to maintaining financial integrity and transparency within the public sector. The organisation fosters a supportive work culture that values professional development, offering opportunities for growth and advancement while contributing to meaningful community impact. Enjoy the unique advantage of working in a vibrant city, where your expertise will play a crucial role in shaping effective financial operations.
Contact Details:
Michael Page Finance Careers Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Tax Manager - Family Office & Private Client - 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 Michael Page Finance Careers, 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 Tax Manager - Family Office & Private Client - 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 Michael Page Finance Careers'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 Michael Page Finance Careers. 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 Michael Page Finance Careers!
How to prepare for a job interview at Michael Page Finance Careers
✨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 Michael Page Finance Careers.
✨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 Michael Page Finance Careers. It helps to show our commitment!
