Albert Goodman
Private Client Tax Manager (Compliance)
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Private Client Tax Manager – Compliance
The role
We are looking for a Private Client Tax Manager to join our fantastic Personal Tax Team. The Personal Tax team is based across our Bristol, Taunton, and Yeovil offices, so we welcome applications for any of these locations.
This manager role is primarily compliance focused, with responsibility for managing a portfolio of private clients and making sure their tax affairs are handled accurately, efficiently, and to a consistently high standard. You’ll collaborate closely with a supportive team, building strong relationships with clients and colleagues alike.
As a manager, you’ll also help support and develop junior members of the team while maintaining a positive working environment and upholding our reputation for quality and care.
Responsibilities
- Managing a portfolio of private client tax compliance work
- Reviewing personal tax returns to ensure accuracy and technical quality
- Acting as a trusted, reliable, and approachable contact for clients
- Supporting trainees and junior team members in their professional development
- Collaborating closely with partners, directors, and colleagues within the Personal Tax Team
- Ensuring deadlines are met and work is delivered efficiently
While the role is primarily compliance-led, there may be occasional opportunities for advisory work, depending on your experience and interests.
Requirements
We’re looking for candidates who ideally:
- Hold ACT or CTA qualifications
- Have experience working at a similar level in Private Client/Personal Tax
- Enjoy managing compliance work while maintaining high standards
- Are a collaborative team player
- Feel comfortable reviewing work and mentoring others’ development
- Take a professional, organised, and client-focused approach to service delivery
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Benefits and perks
We offer a fantastic workplace with a competitive and flexible benefits package, including:
- Minimum 25 days holiday, increasing with time served (with the option to buy or sell holiday)
- Annual salary review
- Group pension scheme
- Level 1 Medicash Health Plan for all employees
- Life assurance (including access to a smart health app)
- Employee Assistance Programme for you and your family
- One volunteering day per year
- Discounts for a cinema society
- GymFlex discounts
- Access to Bupa Private Medical Insurance (optional)
- Electric car and cycle to work schemes
About AG
Albert Goodman is a firm of Chartered Accountants, Tax Consultants, and Financial Planners, delivering high-quality advice to over 5,000 local and national businesses and individuals.
We prioritise being friendly, fair, and forward-thinking, embodying a can-do attitude. Collaboration is central to our success, and we take pride in being trustworthy, progressive, and impactful.
Our team is the driving force behind our continued growth, and we are always seeking to train and develop individuals who could become future Partners and leaders.
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Albert Goodman is committed to promoting equality, diversity, and inclusion. As an equal opportunities employer and Disability Confident-Committed organisation, we ensure no applicant or employee faces less favourable treatment due to age, race, religion or belief, disability, gender reassignment, marital status, pregnancy, sex, or sexual orientation.
We welcome candidates who bring unique perspectives, helping to drive our business forward and make our firm an inclusive place to grow.
What sets us apart
A career at Albert Goodman offers a varied and rewarding experience. We embrace future developments and investment in training programmes, giving you flexibility in shaping your career path.
Our approach emphasises inclusive relationships that deliver strong results. We celebrate difference and empower people to share new ideas, solutions, and perspectives – making a positive difference not just for our clients, but also our communities and the environment.
In 2023, we were proud to achieve B Corp status. Recognition has also included:
- Named Best Companies’ top accountancy firm to work for in the UK
- Featured as a “World Class Place to Work”
- Great Place to Work certified, as voted by our team
We’re excited to continue growing and contributing to a more impactful, inclusive, and sustainable future.
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