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, annual salary reviews, and health plan.
- Other info: Diverse workplace committed to inclusivity and professional growth.
- Why this job: Join a growing team and make a real impact in personal tax.
- Qualifications: ATT and/or CTA qualified with experience in Private Client Tax.
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.
What next: I am looking for an ambitious Private Client Tax Manager to join this growing team. Please get in touch for further details: Jenna.Johnson@pro-finance.co.uk / 07979027390.
Private Client Tax Manager in Bristol employer: Pro-Tax
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 advancement while being part of a supportive team dedicated to maintaining technical excellence and delivering exceptional client service.
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 forums, and don’t be shy about reaching out to professionals on LinkedIn. 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 having a few examples ready that showcase your experience in managing client relationships and compliance work. Confidence is key, so show them why you’re the perfect fit!
✨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 leaving a lasting impression.
✨Apply Through Our Website
Make sure to apply through our website for the best chance at landing that Private Client Tax Manager role. We’ve got all the resources you need to make your application stand out, so take advantage of it and let us help you get your foot in the door!
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 reflects the skills and experience mentioned in the job description. Highlight your qualifications like ATT or CTA, and showcase your experience in managing private client tax compliance cases.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you're the perfect fit for the Private Client Tax Manager role. Share specific examples of how you've managed client relationships and supported junior colleagues in previous roles.
Showcase Your Team Spirit:Since we value collaboration, emphasise your ability to work well in a team. Mention any experiences where you’ve successfully collaborated with colleagues or led a team to meet deadlines and maintain high standards.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother application process. It’s the best way for us to receive your application and get to know you better!
How to prepare for a job interview at Pro-Tax
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to private client tax compliance. Be ready to discuss specific cases you've managed and the challenges you've faced. This will show that you not only have the qualifications but also practical experience.
✨Showcase Your Client Relationship Skills
Since this role involves managing client relationships, prepare examples of how you've successfully built rapport with clients in the past. Highlight your communication style and how you ensure excellent service delivery.
✨Demonstrate Team Spirit
As a Private Client Tax Manager, you'll be supporting junior colleagues. Think of instances where you've mentored or collaborated with others. This will illustrate your team player mentality and your commitment to developing talent within the firm.
✨Prepare Questions
Have a few thoughtful questions ready for your interviewers. Ask about the firm's approach to personal tax compliance or how they support professional development. This shows your genuine interest in the role and the company culture.
