From Managing Files to Managing Fortunes: Become a Senior Private Client Tax Leader!

Join an award-winning team and become the strategic tax advisor that sophisticated wealthy families rely on for their most important financial decisions. This is your opportunity to combine technical mastery with relationship excellence in one of the UK's most respected independent practices.

Job Title: Private Client Tax Senior Manager

Location: City of Bristol, BS1

Salary: Up to £70,000 + Benefits

What's Special About This Role?

• Elite Client Portfolio - Advise landed estates, ultra-wealthy families, and complex business dynasties
• Intellectually Complex Work - Inheritance tax, succession planning, trust restructuring, family business transitions
• Senior Advisory Role - Be the primary relationship manager and strategic thinker for high-value clients
• Practice Leadership - Drive the direction of our private client services and mentor future specialists

Responsibilities:

• Lead multi-million pound inheritance tax and succession planning projects
• Design sophisticated trust and partnership structures for ultra-wealthy families
• Coordinate with elite legal counsel and financial specialists on complex multi-disciplinary solutions
• Act as the primary trusted advisor to discretionary, high-net-worth clients
• Identify and develop opportunities within exclusive existing client relationships
• Represent the firm at premium networking events and industry gatherings
• Influence strategic direction of private client and owner-managed business services
• Build your own practice within our established platform
• Mentor and develop junior specialists in complex private client taxation
• Drive team performance, billing efficiency, and profitability metrics
• Provide technical leadership on the most challenging family wealth structures
• Maintain gold-standard compliance and risk management protocols

The Individual:

• CTA qualified with current technical mastery (STEP, ACA, or ACCA highly valued)
• Proven manager-level experience in private client tax advisory and compliance
• Deep specialization in inheritance tax, trusts, estates, and family business structuring
• Advanced technical skills in specialist tax software and sophisticated modeling
• Commercial qualities with exceptional relationship-building capabilities
• Creative strategic thinking for complex multi-generational wealth challenges
• Leadership excellence to inspire and develop high-performing teams

About Them:

• #20 UK's Best Large Workplace 2025 (climbed 4 places) - Great Place to Work certified
• #6 Best Workplace for Women out of 100 large UK organizations
• #24 Best Workplace for Development - genuine investment in your continued growth
• #35 Best Workplace for Wellbeing - supporting your personal and professional success

Benefits:

• Private medical insurance and comprehensive healthcare coverage
• 4x salary life assurance and group income protection for complete security
• Flexible holiday purchasing - buy up to 5 additional days for ultimate work-life integration
• Electric vehicle lease scheme and sustainable commuting options
• Charitable Foundation providing emergency support and community giving opportunities
• Executive-level support including counselling services for you and your family
• Clear partnership pathway - established track record of promoting senior managers