At a Glance
- Tasks: Deliver tailored tax advisory services to high-net-worth individuals and optimise their tax affairs.
- Company: A forward-thinking firm that values flexibility and personal growth.
- Benefits: Flexible working options, a supportive culture, and opportunities for professional development.
- Other info: Join a diverse team that values trust, autonomy, and well-being.
- Why this job: Make a real impact while enjoying a healthy work-life balance in a collaborative environment.
- Qualifications: CTA qualified with 5+ years' experience advising HNW clients and strong communication skills.
The predicted salary is between 60000 - 75000 £ per year.
Shape your career around what matters most to you.
As a Senior Manager, you'll play a key role in delivering tailored tax advisory services to high‑net‑worth individuals, including both UK and international clients. You'll work closely with partners and consultants, providing technical guidance, reviewing complex tax returns, and identifying opportunities to optimise clients' tax affairs. This firm recognises that great work happens when people have the space to thrive – that's why this role offers genuine flexibility, whether that means hybrid working, varied hours, or support for your personal commitments.
Your day‑to‑day will include:
- Reviewing consultants' tax returns and providing expert technical input
- Identifying opportunities to restructure clients' tax affairs and discussing these with partners and clients
- Delivering specialist tax advisory services – including estate planning, inheritance tax, wealth structuring, and international issues
- Liaising with HMRC on tax investigations
- Acting as a key point of contact for clients, alongside the Partner
We're seeking someone who combines technical excellence with clear communication and a collaborative mindset. You'll value quality, accuracy, and client service – but you'll also recognise the importance of balance and flexibility in how you work and lead.
You Will Bring:
- CTA qualification with a minimum of 5 years' post‑qualification experience
- Experience advising a complex UK and international HNW client base
- Strong organisational skills and the ability to manage workflow effectively
- Exceptional written and verbal communication
- Confidence working under pressure and to deadlines – with the support of a team that values well‑being as much as results
- Excellent IT skills and a proactive attitude towards technology
We believe that professional success shouldn't come at the expense of personal time. Here, you'll find:
- Flexible and hybrid working options tailored to your needs
- A culture that values trust, autonomy, and collaboration
- Opportunities to develop your expertise while maintaining a healthy work‑life balance
Interested to hear more? Please email your cv to 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 Senior Manager - Bristol employer: Pro-Tax
As a leading firm in Bristol, we pride ourselves on fostering a work environment that prioritises flexibility and personal well-being, allowing our employees to thrive both professionally and personally. With a strong emphasis on collaboration and trust, we offer tailored career development opportunities and the chance to work with high-net-worth clients on complex tax matters, all while maintaining a healthy work-life balance.
