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Private client tax manager

Bristol (City of Bristol)
Insite Group
Tax manager
£45,000 - £75,000 a year
Posted: 1 October
Offer description

Our client, a leading independent chartered accountancy firm, is seeking a
Private Client Tax Manager
to join their Bristol office. This role offers career development, hybrid working, and an excellent benefits package.

The Role

* Manage a portfolio of high-net-worth individuals and trusts
* Advise on Inheritance Tax, Capital Gains Tax, residence and domicile matters
* Oversee self-assessment tax returns and HMRC correspondence
* Draft tax reports and advisory letters
* Build strong client relationships, liaise with solicitors and advisers
* Review junior staff work, mentor team members, and support business development

Requirements

* ATT or CTA qualified
* 3–5+ years' experience in private client tax advisory
* Strong technical knowledge in IHT, CGT, self-assessment, and UK tax compliance
* Excellent communication, client management, and report-writing skills

Why Apply?

* Career growth:
clear progression, training, mentoring, professional qualification funding
* Flexibility:
hybrid/flexible working, wellbeing support, additional holiday purchase
* Recognition:
Great Place to Work certified, UK's Best Workplaces 2025, Top 10 for Women
* Benefits:
competitive salary + bonus, pension, life assurance, income protection, health plan, discounts, cycle scheme, volunteering day, virtual GP

About the Firm

A long-established independent accountancy practice with multiple offices across the South West, offering a modern, supportive working culture and a strong focus on diversity, inclusion, and wellbeing.

Apply

Send CV + cover letter to [email]

Call [phone number] for a confidential chat

Connect with [Recruiter Name] on LinkedIn

Only candidates with UK work authorisation will be considered.

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