At a Glance
- Tasks: Manage private client tax compliance cases and support junior team members.
- Company: Top 60 accountancy and advisory firm with a collaborative culture.
- Benefits: Hybrid working, 25+ days holiday, health plan, and annual salary reviews.
- Other info: Diverse workplace committed to inclusivity and excellent career development opportunities.
- Why this job: Join a respected firm and make a real impact in personal tax management.
- Qualifications: ATT/CTA qualified with experience in Private Client or Personal Tax at Manager level.
The predicted salary is between 55000 - 65000 £ per year.
An established and highly respected Top 60 accountancy and advisory firm is seeking a Private Client Tax Manager to join its growing Personal Tax team. With offices across the South West, this opportunity is available in Bristol, Taunton or Yeovil.
This is a predominantly compliance-focused role, ideal for an experienced Private Client Tax professional who enjoys managing client relationships, maintaining technical excellence, and supporting junior colleagues within a collaborative environment.
What’s great about this Private Client Tax Manager role?
- Hybrid working model
- Minimum 25 days holiday plus bank holidays (option to buy and sell annual leave)
- Annual salary reviews
- Medicash health plan
- Volunteering day each year
- Cinema and gym discounts
- Private medical insurance options
Your role as a Private Client Tax Manager:
- Managing a portfolio of private client tax compliance cases.
- Reviewing personal tax returns for accuracy and technical quality.
- Acting as a key point of contact for clients, delivering excellent service.
- Supporting and developing trainees and junior team members.
- Collaborating with senior leadership and colleagues across the tax team.
- Ensuring deadlines are met and workflows are managed efficiently.
- Providing occasional support on advisory projects where appropriate.
What you'll need to succeed:
- Be ATT and/or CTA qualified.
- Have experience working within Private Client or Personal Tax at Manager level.
- Enjoy managing compliance work and maintaining high technical standards.
- Be a strong team player with a collaborative approach.
- Have experience reviewing work and supporting junior colleagues.
- Possess excellent organisational and client relationship skills.
- Demonstrate a professional and thoughtful approach to service delivery.
For further details, please contact Jenna Johnson at Jenna.Johnson@pro-finance.co.uk or 07979027390.
As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
Private Client Tax Manager in Bristol employer: PRO-TAX RECRUITMENT LIMITED
Join a highly respected Top 60 accountancy and advisory firm that values collaboration, professional growth, and employee well-being. With a hybrid working model, generous holiday allowances, and a commitment to diversity, this firm offers an enriching environment for Private Client Tax Managers in Bristol, Taunton, or Yeovil. Enjoy opportunities for career development while making a meaningful impact on client relationships in a supportive team atmosphere.
Contact Details:
PRO-TAX RECRUITMENT LIMITED Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Manager in Bristol
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online groups, and don’t be shy about reaching out to current employees at firms you’re interested in. We all know that sometimes it’s not just what you know, but who you know!
✨Ace the Interview
Prepare for your interviews by researching the company and practising common interview questions. We recommend using the STAR method (Situation, Task, Action, Result) to structure your answers. Show them how your experience aligns with their needs, especially in managing client relationships and compliance work.
✨Follow Up
After your interview, don’t forget to send a thank-you email! It’s a great way to express your appreciation and reiterate your interest in the role. We believe this small gesture can make a big difference in keeping you top of mind for the hiring team.
✨Apply Through Our Website
When you find a job that excites you, apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we’re always on the lookout for passionate candidates who fit our collaborative culture.
We think you need these skills to ace Private Client Tax Manager in Bristol
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Private Client Tax Manager role. Highlight your experience in managing compliance work and client relationships, as well as any relevant qualifications like ATT or CTA.
Showcase Your Skills:In your cover letter, emphasise your organisational skills and your ability to support junior colleagues. We want to see how you can contribute to our collaborative environment!
Be Professional Yet Personal:While maintaining a professional tone, don’t hesitate to let your personality shine through. We value authenticity and want to get a sense of who you are beyond your qualifications.
Apply Through Our Website:For the best chance of success, apply directly through our website. It’s the easiest way for us to review your application and get back to you quickly!
How to prepare for a job interview at PRO-TAX RECRUITMENT LIMITED
✨Know Your Stuff
Make sure you brush up on the latest tax regulations and compliance requirements relevant to private clients. Being able to discuss recent changes or trends in personal tax will show that you're not just qualified, but also genuinely interested in the field.
✨Showcase Your Client Management Skills
Prepare examples of how you've successfully managed client relationships in the past. Think about specific situations where you delivered excellent service or resolved issues effectively. This will demonstrate your ability to be a key point of contact for clients.
✨Highlight Team Collaboration
Since this role involves supporting junior colleagues, be ready to talk about your experience in mentoring or training others. Share stories that illustrate your collaborative approach and how you contribute to a positive team environment.
✨Ask Thoughtful Questions
Prepare some insightful questions to ask during the interview. This could be about the firm's approach to personal tax compliance or how they support professional development. It shows you're engaged and thinking about how you can fit into their culture.
