Posted: 25 May
The role
Boutique tax advisory firm in central Bristol offering autonomy and impact.Private Client Manager.About Our Client
A specialist tax consultancy providing high‑end advisory and investigation support. They are known for their expertise in tax services and their commitment to delivering high-quality solutions to their clients.
Job Description
Manage your own portfolio of advisory‑led personal tax projects, delivering clear, tailored solutions for a diverse range of private clients.Provide technical input across planning, structuring and mitigation work, ensuring advice is commercially focused and technically robust.Prepare detailed technical analyses and reports, presenting recommendations in a client‑friendly format.Handle HMRC enquiries and investigative matters, drafting responses and managing correspondence through to resolution.Develop strong working relationships with clients, acting as a trusted adviser on day‑to‑day and project‑based tax matters.Proactively identify opportunities for tax efficiencies, risk reduction, or further advisory work that would benefit clients.Maintain up‑to‑date knowledge of personal tax legislation and apply it effectively to advisory projects.Work collaboratively with senior colleagues on more complex or high‑value assignments, contributing insight and technical reasoning.Liaise with colleagues across other service lines to support joined‑up delivery of wider client engagements.The Successful Applicant
A successful Personal Tax Manager should have:
Solid technical understanding of personal tax and an ability to apply legislation confidently in an advisory context.Previous experience working with private client portfolios, ideally within a tax advisory or mixed‑tax environment.A self‑motivated, proactive approach with the confidence to drive projects forward independently.CTA, or equivalent qualified / strong relevant experience.Strong analytical skills and the ability to produce clear, well‑reasoned technical advice.Excellent communication skills, with the ability to build trust and rapport with clients in a boutique, relationship‑driven setting.High attention to detail and a methodical working style, ensuring accuracy across all advisory outputs.Strong organisational skills, able to manage multiple advisory projects and maintain momentum without close oversight.A collaborative mindset, working effectively with senior colleagues and contributing positively to the wider team.What's on Offer
Competitive salary of £40,000 to £50,000 GBP per annum depending on background and experience.Permanent position based in Bristol, offering long-term career prospects.A pivotal role within a rapidly growing boutique consultancy, where your work has clear visibility and impact.100% advisory work, giving you the opportunity to focus purely on high‑value, complex consultancy projects.Genuine, accelerated career progression, with the chance to help shape and develop the practice as it expands.A collaborative, close‑knit team environment, where your ideas are valued and your contribution truly matters.If you are an experienced Personal Tax Manager looking to excel in your career, this role in Bristol could be the perfect opportunity for you. Apply now to join a respected team and advance your career!
