Private Client Tax Senior Manager

  • Location


  • Sector:


  • Job type:


  • Salary:

    Circa £65,000 - £85,000 (Dependent on Level / Experience)

  • Contact:

    Jack Wood

  • Contact email:


  • Job ref:


  • Published:

    about 1 year ago

  • Expiry date:


  • Consultant:


This is an excellent opportunity to join a growing and leading local practice based in Bristol who are looking for a Private Client Tax Senior Manager

Private Client Tax Senior Manager
Circa £65,000 - £85,000 (Dependent on Level / Experience)

As a Private Client Tax Senior Manager, you will manage your own portfolio of clients and working with senior staff on consultancy and advisory personal tax planning and offshore projects.

Key Responsibilities:

Manage a portfolio of personal clients with complex tax affairs, focusing on owner-managers and entrepreneurs, partnerships, HNWIs, non-UK domiciled individuals, and some trusts.
Liaise proactively with clients on advisory matters
Assisting Partners in planning projects such as incorporations, sales of businesses, non-domicile issues, onshore and offshore trusts (and other structures) and, capital gains and inheritance tax issues
Manage HMRC enquiries and dealing with HMRC correspondence of both compliance and advisory nature
Contribute and be prepared to lead at client meetings
Review compliance and basic advisory work prepared by more junior members of staff

Our client based in Bristol is looking for the following knowledge and qualifications:

Experience gained within a professional services firm
Sound knowledge of private tax, ideally with experience of advising owners of businesses, entrepreneurs, non-domiciled individuals and complex planning projects
Significant compliance and advisory experience

For further information on this role please contact Jack Wood at Clark Wood - jack@clark-wood.co.uk / 01173 291053