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- Tasks: Manage high-quality tax work for wealthy clients and build strong relationships.
- Company: Leading Private Client team in Bristol with a stellar reputation.
- Benefits: Early responsibility, hybrid working, and career progression opportunities.
- Why this job: Join a dynamic team and make a real impact on high-net-worth individuals' financial success.
- Qualifications: CTA qualification and experience advising high-net-worth individuals on tax matters.
- Other info: Supportive environment with experienced mentors and excellent growth potential.
The predicted salary is between 43200 - 72000 £ per year.
Handle high quality private client tax work for new-money entrepreneurs, wealthy families, non doms and landed wealth. Take your career to the next level with one of Bristol's leading Private Client teams. Our client maintains a high profile in the Private Client field and acts for an enviable client list of HNW and UHNW individuals. They are growing their team in Bristol and are keen to appoint an additional personal tax adviser at Manager grade.
With the support of experienced Directors and Partners, the incoming individual will take responsibility for a portfolio of private clients, managing key relationships and handling their annual personal tax compliance. Scope also exists to assist with ad hoc capital taxes planning. Very much a client-facing role, the individual will require excellent communication and client relationship management skills.
The CTA qualification is a pre-requisite, along with demonstrable experience of advising HNWIs on income tax, CGT and IHT. Some knowledge of trusts would be helpful and experience of advising UK resident non domiciles on residence, remittance and the SRT, would be useful.
In return, our client has built a strong track‑record of supporting and developing its staff. They offer early responsibility, an agile working culture and the opportunity to progress on to Senior Manager grade. Based in Bristol, the firm offers hybrid working 2‑3 days a week if one wishes.
Private Client Tax Manager - Bristol employer: Taxation
Contact Detail:
Taxation Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Manager - 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. Building relationships can open doors to opportunities that aren’t even advertised.
✨Show Off Your Skills
When you get the chance to meet potential employers or clients, make sure to showcase your expertise. Prepare a few examples of how you've successfully handled private client tax work in the past. This will help you stand out as someone who knows their stuff!
✨Be Ready for the Interview
Brush up on common interview questions related to private client tax management. Think about how you can demonstrate your communication skills and client relationship management experience. Practice makes perfect, so consider doing mock interviews with friends or colleagues.
✨Apply Through Our Website
Don’t forget to apply through our website for the best chance at landing that Private Client Tax Manager role! We’re keen to see your application and help you take your career to the next level with our fantastic team in Bristol.
We think you need these skills to ace Private Client Tax Manager - Bristol
Some tips for your application 🫡
Show Off Your Skills: Make sure to highlight your experience with HNWIs and your knowledge of income tax, CGT, and IHT. We want to see how you can bring your expertise to our team!
Tailor Your Application: Don’t just send a generic CV! Tailor your application to reflect the specific requirements of the Private Client Tax Manager role. We love seeing candidates who take the time to connect their skills with what we’re looking for.
Be Personable: Since this is a client-facing role, let your personality shine through in your application. We value excellent communication skills, so don’t be afraid to show us how you build relationships!
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 this exciting opportunity in Bristol!
How to prepare for a job interview at Taxation
✨Know Your Tax Stuff
Make sure you brush up on your knowledge of income tax, CGT, and IHT. Since this role involves advising high-net-worth individuals, being able to discuss these topics confidently will show that you're the right fit for the job.
✨Showcase Your Client Management Skills
Prepare examples of how you've successfully managed client relationships in the past. This role is very client-facing, so demonstrating your communication skills and ability to build rapport will be key to impressing the interviewers.
✨Understand the Firm's Culture
Research the firm’s values and working culture. Knowing that they offer an agile working environment and support for career progression can help you align your answers with what they’re looking for in a candidate.
✨Prepare for Technical Questions
Expect some technical questions related to trusts and advising UK resident non-doms. Brush up on these areas, as being able to answer these questions will highlight your expertise and readiness for the role.
