Find a job 
Featured Companies 
Featured Universities 
For Companies 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 working.
- 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 events.
The predicted salary is between 52000 - 78000 £ per year.
Private Client Tax Manager
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 employer: Pro-Tax
Contact Detail:
Pro-Tax Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Advisory Manager - Bristol
✨Tip Number 1
Network like a pro! Attend industry events and connect with professionals in the tax advisory field. Building relationships can open doors to opportunities that aren’t advertised.
✨Tip Number 2
Show off your personality! When you get to interviews, let your friendly nature shine through. Employers love candidates who can build rapport with clients and colleagues alike.
✨Tip Number 3
Be proactive! Don’t just wait for job openings; reach out to firms directly. Express your interest in working with them and highlight how you can add value to their team.
✨Tip Number 4
Use our website to apply! We’ve got loads of resources to help you land that dream role. Plus, applying through us means you’ll be in the loop for the latest opportunities tailored to your skills.
We think you need these skills to ace Private Client Tax Advisory Manager - 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 managing a Private Client Tax portfolio and any relevant skills that match the job description. We want to see how you fit into our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your enthusiasm for the role and the firm. Mention specific experiences that demonstrate your ability to manage client relationships and provide tax advisory services.
Showcase Your Personality: We’re looking for someone with a friendly and personable nature, so let that shine through in your application. Don’t be afraid to show a bit of your character – we love a good story or example that illustrates your relationship-building skills!
Apply Through Our Website: To make sure your application gets the attention it deserves, apply directly through our website. It’s the best way for us to keep track of your application and ensure it reaches the right people!
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 specific cases or recent changes in tax law will show your expertise and enthusiasm for the role.
✨Showcase Your People Skills
Since this role involves building relationships with clients, be prepared to share examples of how you've successfully managed client relationships in the past. Highlight your friendly nature and ability to connect with diverse clients, as this is key to thriving in a family-feel team.
✨Demonstrate Business Development Savvy
Think about how you can contribute to the firm's growth. Prepare to discuss any previous experiences where you've identified opportunities for business development or represented your firm at networking events. This shows you're not just about managing a portfolio but also about expanding it.
✨Ask Insightful Questions
Prepare thoughtful questions that reflect your interest in the firm and the role. Inquire about the team dynamics, the types of clients you'll be working with, and how the firm supports professional development. This not only shows your enthusiasm but also helps you gauge if the firm is the right fit for you.
