At a Glance
- Tasks: Manage a diverse portfolio of high-net-worth clients and provide expert tax advice.
- Company: Join a respected accountancy firm with a focus on private client services.
- Benefits: Enjoy hybrid working, competitive salary, and ongoing professional development.
- Other info: Collaborative team environment with clear career progression opportunities.
- Why this job: Make a real impact by advising high-net-worth individuals and enhancing your career.
- Qualifications: Experience in UK Private Client Tax and relevant qualifications like CTA or ACA.
We're recruiting a Private Client Tax Manager in Bristol on behalf of a highly respected and growing accountancy and business advisory firm. This is an excellent opportunity for an experienced private client tax professional to join a specialist team, managing a high-quality portfolio of high-net-worth individuals, entrepreneurs, business owners, trusts and internationally connected clients.
The Role
- Manage a portfolio of HNW individuals, private clients and trusts
- Prepare and review personal tax returns and complex tax computations
- Advise on Income Tax, CGT, IHT and wider private client tax matters
- Support clients with UK residence and international tax issues
- Advise on overseas income, gains and investments
- Assist with cross-border tax planning and double tax relief claims
- Support advice on trusts, estates and succession planning
- Prepare technical reports and written tax advice
- Deal directly with clients, HMRC and professional advisers
- Identify tax planning and advisory opportunities
- Review work and provide guidance to junior team members
- Build strong, long-term client relationships
About You
- You'll have strong experience in UK Private Client Tax gained within an accountancy practice or professional services environment.
- You'll ideally have: CTA, ACA, ACCA or ATT qualified
- Strong personal tax compliance and advisory experience
- Experience advising HNW individuals, families and business owners
- Good technical knowledge of IHT, CGT and trusts
- Experience with international or cross-border tax matters advantageous
- Excellent client relationship and communication skills
- Experience reviewing work and supporting junior team members
- Strong organisational and technical skills
- A proactive, commercial and client-focused approach
What's on Offer
- Hybrid and flexible working
- High-quality private client portfolio
- Significant advisory exposure
- HNW and internationally connected clients
- Leadership and mentoring opportunities
- Ongoing technical training and professional development
- Clear career progression
- Supportive and collaborative team environment
- Competitive salary and benefits
Location: Bristol. Easily commutable from Bath, Keynsham, Portishead, Clifton, Filton, Bradley Stoke, Yate, Thornbury and surrounding areas.
Apply For a confidential discussion or to apply, please contact Jack Wood.
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
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
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✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Oscar Wood. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Private Client Tax Manager – Bristol
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Oscar Wood.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Oscar Wood's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Oscar Wood
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Oscar Wood.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Oscar Wood will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Oscar Wood employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
