Private Client Tax Senior Manager - Bristol

Private Client Tax Senior Manager - Strategic Advisory & Leadership Role

This is an exceptional opportunity for an experienced private client tax professional to step into a senior leadership role with a strong focus on complex advisory work and team development. As Senior Manager, you'll play a pivotal role in delivering strategic tax advice to a high-calibre client base, while shaping the future of the private client function. You'll have direct access to high-net-worth individuals, entrepreneurs, and families, offering holistic tax planning solutions, and a clear path to Director for those with ambition and vision.

Key Responsibilities:

* Lead a sophisticated portfolio of private clients, including high-net-worth individuals, business owners, non-UK domiciliaries, and trusts, with a primary focus on delivering high-level advisory services.
* Provide expert advice on inheritance tax planning, capital gains tax mitigation, residence and domicile issues, succession planning, and trust and estate structuring.
* Act as the principal point of contact for key clients, building long-term relationships and providing commercially sound, technically robust advice.
* Supervise and review complex tax compliance work where necessary, ensuring integration with advisory outcomes.
* Lead client engagements involving HMRC negotiations, restructuring, and international tax planning.
* Develop and mentor a growing team of managers and junior staff, supporting technical development, client handling skills, and career progression.
* Take an active role in business development, helping to grow the practice through relationship management, referrals, proposals, and participation in strategic planning.
* Contribute to the leadership of the wider team and help drive innovation in private client service delivery.
* Stay ahead of regulatory and legislative changes, translating technical developments into practical, forward-thinking advice for clients.

Key Requirements:

* CTA qualified (or ACA/ACCA with extensive private client tax experience).
* Significant experience in private client tax at a managerial or senior managerial level within a professional services environment.
* Strong technical expertise in UK personal tax, with proven advisory experience across IHT, CGT, trusts, and international tax planning.
* Demonstrated ability to lead client relationships, manage complex advisory projects, and oversee high-performing teams.
* Commercially astute, with the confidence to contribute to practice development and future growth strategy.
* Excellent interpersonal, communication, and leadership skills.

Please send your cv through to View email address on pro-recruitment.co.uk

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