Insite Group
Private Client Tax Senior Manager
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Job Title: Private Client Tax Senior Manager
Location: City of Bristol - 3 days in office, 2 days from home
Salary: £65,000 - £80,000 + benefits!
The Role:
My client are looking for an experienced Senior Manager to join their Private Client team and take a leading role in the delivery and development of their personal tax compliance offering. This is a key appointment for the team and an exciting opportunity for an established Private Client tax professional who enjoys building client relationships, developing people and driving the delivery of a high-quality compliance service, whilst also having the opportunity to undertake advisory work across a broad range of private client matters.
The Individual:
- Significant experience within a Private Client team in a professional services environment.
- Extensive experience managing a portfolio of self-assessment tax returns for high-net-worth individuals, entrepreneurs, business owners and trustees.
- A strong track record of leading the delivery of a high-quality, efficient personal tax compliance service.
- Experience managing and reviewing complex personal tax compliance matters, including Self-Assessment returns for individuals and trustees.
- Experience identifying opportunities to provide additional value and advisory support to Private Client clients.
- Experience building trusted client relationships and acting as a key point of contact for clients and professional intermediaries.
- Experience leading, mentoring and developing tax professionals within a Private Client team.
- Strong organisational and workflow management skills, with the ability to oversee compliance delivery across a varied portfolio.
- CTA qualified (preferred) or ACA, ATT or equivalent qualification with substantial relevant experience.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Desirable Experience:
- Experience leading or developing a Private Client compliance function.
- Experience working with entrepreneurial and family-owned businesses, supporting both business and personal tax matters.
- Experience of trust structuring, family succession planning and inheritance tax advisory work.
- Experience of residence, domicile and international private client tax matters.
- Experience contributing to business development initiatives and growth within a Private Client practice.
- Experience supporting the strategic development of a Private Client team and service offering.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills
Location