Private Client Tax Advisory Manager - Bristol in London
Private Client Tax Advisory Manager - Bristol

Private Client Tax Advisory Manager - Bristol in London

London Full-Time 52000 - 78000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Manage tax advisory for a diverse portfolio of high-net-worth clients.
  • Company: Dynamic firm with a supportive, family-like culture.
  • Benefits: Up to £65k salary, pension, bonus, healthcare, and flexible remote work.
  • Why this job: Join a leading team and make a real impact in tax advisory.
  • Qualifications: Experience managing a Private Client Tax portfolio and strong relationship-building skills.
  • Other info: Opportunities for career progression and networking in a vibrant environment.

The predicted salary is between 52000 - 78000 £ per year.

Up to 65k plus Pension + Bonus + Healthcare

Are the following factors must haves for your next role:

  • Complete flexibility to work from home
  • Working with an interesting portfolio of clients where variety is key
  • Collaborating with a team that are cohesive with a family feel
  • Good earning potential without strict salary bandings

The role will involve:

  • Managing tax advisory covering a portfolio of HNWI's, Directors of small to medium companies, Trusts, Wealthy Families, Non-Domiciled Residents and more.
  • Working closely with one of the most influential Tax Partners in the Market
  • Taking planning ideas to clients/ look for opportunities for them as well as responding to their requests for transactional assistance
  • Awareness of business development and representing the firm at networking events.
  • Liaising with HMRC
  • Working across the entire tax department

To be considered you will be:

  • You will have experience of managing your own Private Client Tax portfolio
  • Enthusiastic to progress into a senior role
  • A friendly and personable natured individual good at building relationships.

Interested in hearing more? Please do email jennifer.nelson@pro-tax.co.uk

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 Advisory Manager - Bristol in London employer: Pro-Tax

As a leading firm in Private Client Tax Advisory, we pride ourselves on offering a flexible work environment that allows you to balance your professional and personal life while managing an interesting portfolio of high-net-worth clients. Our collaborative team culture fosters strong relationships and provides ample opportunities for career progression, all within the vibrant city of Bristol, known for its rich history and thriving community. With competitive earning potential and a commitment to diversity and inclusion, we are dedicated to creating a workplace where everyone can thrive.
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Contact Detail:

Pro-Tax Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Private Client Tax Advisory Manager - Bristol in London

✨Tip Number 1

Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, and don’t be shy about reaching out to potential colleagues on LinkedIn. You never know who might have the inside scoop on your dream job!

✨Tip Number 2

Show off your personality! When you get that interview, let your friendly nature shine through. Remember, they’re not just hiring your skills; they want someone who fits into their team. Be yourself and build those relationships!

✨Tip Number 3

Be proactive! Don’t wait for job openings to pop up. Reach out to firms directly, especially if you see them working with clients you’d love to advise. A little initiative can go a long way in landing that perfect role.

✨Tip Number 4

Keep learning and adapting! The tax landscape is always changing, so stay updated on trends and regulations. This not only boosts your confidence but also shows potential employers that you’re committed to your professional growth.

We think you need these skills to ace Private Client Tax Advisory Manager - Bristol in London

Tax Advisory
Portfolio Management
Client Relationship Building
Business Development
Networking
Communication Skills
Team Collaboration
Problem-Solving Skills
Knowledge of HMRC Regulations
Experience with High Net Worth Individuals (HNWI)
Trusts and Wealth Management
Adaptability
Enthusiasm for Professional Growth

Some tips for your application 🫡

Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Private Client Tax Manager role. Highlight your experience with HNWI's and managing tax portfolios, as this will show us you're a great fit!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about tax advisory and how your friendly nature helps you build relationships with clients. Keep it engaging and personal!

Showcase Your Achievements: Don’t just list your responsibilities; share your successes! Whether it's a successful project or a client relationship you've nurtured, we want to see how you've made an impact in your previous roles.

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy!

How to prepare for a job interview at Pro-Tax

✨Know Your Tax Stuff

Make sure you brush up on the latest tax regulations and trends, especially those affecting high-net-worth individuals and trusts. Being able to discuss recent changes or planning strategies will show your expertise and enthusiasm for the role.

✨Showcase Your Client Management Skills

Prepare examples of how you've successfully managed your own Private Client Tax portfolio. Highlight your ability to build relationships and provide tailored advice, as this is key for the role.

✨Be Ready to Discuss Business Development

Think about how you can contribute to the firm's growth. Be prepared to share ideas on networking and client acquisition, as well as any past experiences where you've successfully represented a firm at events.

✨Emphasise Your Team Spirit

Since the company values a cohesive team environment, be ready to talk about how you collaborate with others. Share instances where you've worked closely with colleagues to achieve common goals, showcasing your friendly and personable nature.

Private Client Tax Advisory Manager - Bristol in London
Pro-Tax
Location: London

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