At a Glance
- Tasks: Manage private client tax compliance and mentor junior team members.
- Company: Join a growing Personal Tax team in a supportive environment.
- Benefits: Enjoy hybrid working, competitive salary, and ongoing professional development.
- Other info: Clear career progression and a collaborative team culture.
- Why this job: Make a real impact while building strong client relationships.
- Qualifications: ATT/CTA qualified with experience in private client tax.
The predicted salary is between 51750 - 63250 £ per year.
Job Description
- Private Client Tax Manager – Bristol
- Bristol | Full-Time | Hybrid & Flexible Working | Competitive Salary + Benefits
Keywords: Private Client Tax Manager, Personal Tax Manager, Private Client Tax, Personal Tax, HNW Tax, Tax Compliance, Self Assessment, ATT, CTA, Tax Manager, Accountancy Practice, Bristol
We're recruiting an experienced Private Client Tax Manager to join a growing Personal Tax team in Bristol.
This is a primarily compliance-focused role, managing a portfolio of private clients and ensuring their tax affairs are handled accurately, efficiently and to a consistently high standard.
You'll work closely with Partners, Directors and colleagues while building strong client relationships and supporting the development of junior team members.
Key Responsibilities
- Manage a portfolio of private client tax compliance work
- Review personal tax returns for accuracy and technical quality
- Act as a key point of contact for clients
- Ensure tax deadlines are met and work is delivered efficiently
- Support and mentor trainees and junior members of the team
- Work closely with Partners, Directors and the wider Personal Tax team
- Maintain high standards of technical accuracy and client service
- Assist with occasional personal tax advisory work where appropriate
About You
- ATT and/or CTA qualified
- Previous experience at Manager level within Private Client or Personal Tax
- Strong personal tax compliance experience
- Excellent technical knowledge and attention to detail
- Confident reviewing work and supporting junior colleagues
- Strong client communication and relationship-building skills
- Professional, organised and commercially aware
- Collaborative team player with a commitment to quality
- What's on Offer
- Hybrid and flexible working
- Competitive salary and benefits
- Varied private client portfolio
- Strong focus on personal tax compliance
- Occasional advisory exposure
- Client-facing responsibility
- Mentoring and team development opportunities
- Ongoing technical training and professional development
- Clear career progression
- Supportive and collaborative team environment
- Location
- Bristol, Somerset
Commutable from Bath, Weston-super-Mare, Portishead, Keynsham, Clevedon, Taunton and surrounding areas.
Apply today for a confidential discussion with Jack Wood on or .
Private Client Tax Manager – Bristol employer: Oscar Wood
Join a highly respected and growing accountancy practice in London, where you will thrive in a dynamic work culture that values professional development and mentorship. As a Tax Trusts Manager, you'll enjoy competitive salary packages, hybrid working options, and the opportunity to manage prestigious private client portfolios while receiving ongoing support for your career growth. With excellent transport links and a focus on advisory work, this role offers a meaningful and rewarding employment experience in the heart of London.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Manager – 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 Oscar Wood, 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 – 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 Oscar Wood'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 Oscar Wood. 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 Oscar Wood!
How to prepare for a job interview at Oscar Wood
✨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 Oscar Wood.
✨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 Oscar Wood. It helps to show our commitment!
