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Private Client Senior Manager

3 months ago

Bristol, Bristol, United Kingdom Pro-Tax Recruitment Full time
Senior Tax Manager - Private Client - Bristol/Cardiff - Big 4

Superb package including car allowance, bonus and hybrid working as standard

  • Are you a Private Client Tax Manager looking for something a little different?
  • Would you want the chance to work for one of the Big4's leading Private Client teams with a real national focus?
  • Would you like a role that can offer you flexible hours and manage your worklife balance?


Working within this large South West Private Client tax team you will be key member working within a well connected Private Client Tax Partner where you will be a trusted advisor to UHNWI, HNWI, Key business executives as well as Entrepreneurial clientsas they develop.

You will be responsible in developing junior members of staff and understand the art of delegation.

Work will include:

  • Key development of the Private client & private business (OMBs) tax planning and strategies
  • Deliver close working client services with UHNWI individuals, financial advisory's, agents, private wealth/banking clients
  • Working on wider projects in relation to various taxation matter including onshore & offshore trust, capital gains tax, structures and inheritance tax planning.
  • Present quarterly presentations to team and partners

You will ideally be:

  • ATT/CTA Qualified with some post qualified experience or possibly from a Legal background
  • A great understanding of complex Private Client Tax matters
  • Have an Accounting Consultancy, Legal or Family Office background
  • Ideally with some experience focusing on Business Development and commercial opportunities.
  • This firm prides itself on worklife balance. The Partner I am recruiting for is a working parent, who understands the importance of family time. Even before the pandemic this firm encouraged their staff to spend at least one day working from home andthis will continued to be encouraged going forwards._

What next:

  • I am looking for driven ambitious Private Client Tax Manager to step up to Senior Manager or if you are wanting a role within the Big 4 as SM, if that is you please do get in touch on or
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