Private Client Compliance & Advisory - Senior Manager -

• Advise HNW clients on complex wealth, succession and tax planning.
• Join a growing specialist team delivering impactful private client advice.

About Our Client

Our client is a leading independent tax consultancy with a strong reputation for delivering high-quality, solutions-focused advice. Supporting businesses, entrepreneurs and private clients through key stages of growth, transactions and succession planning, they are known for combining technical excellence with a highly collaborative and client-centric approach.Having experienced significant growth in recent years, the firm has expanded its national presence and continues to invest in its people, services and capabilities. With an award-winning culture and a focus on attracting and developing top talent, they offer ambitious tax professionals the opportunity to work on complex, high-profile matters as part of a supportive and forward-thinking team.

Job Description

• Manage private client tax compliance and advisory projects from start to finish.
• Provide expert advice on complex tax matters for high-net-worth individuals and families.
• Review and ensure accuracy in tax returns and related documentation.
• Build strong client relationships, acting as a trusted advisor.
• Identify and implement tax planning opportunities for clients.
• Support junior team members with technical guidance and mentoring.
• Stay updated on changes in tax legislation and advise clients accordingly.
• Collaborate with other departments to deliver a seamless client experience.

The Successful Applicant

A successful Senior Manager - Private Client Compliance & Advisory should have:

• Strong expertise in private client tax compliance and advisory.
• A professional qualification such as ACA, ACCA, or CTA.
• Proven ability to manage client relationships effectively.
• Excellent analytical and problem-solving skills.
• Attention to detail and a commitment to high standards of work.
• The ability to lead and develop a team.

What's on Offer

• Salary £85,000-£100,000 plus an employee profit share scheme.
• Hybrid working with home and office working as standard.
• Strong commitment to work-life balance and flexible working.
• Access to complex, high-quality private client advisory work.
• Clear progression opportunities within a growing national practice.
• Collaborate with highly experienced specialists across all tax disciplines.
• Join an award-winning employer with a people-first culture.

Applications are warmly welcomed from experienced and qualified private client tax specialists looking for a progressive opportunity in Bristol.All applications are treated with confidentiality.For an informal discussion in the first instance please call Sally on 07483 714841

Job summary

• Job function
• Tax

• Subsector
• Tax Practice

• Sector
• Financial Services

• Where
• Bristol

• Contract type
• Permanent

• Consultant name
• Sally Mason

• Consultant phone
• +441179065158

• Job reference
• JN-072026-7066120