Private Client Compliance & Advisory - Senior Manager

This Senior Manager role in Private Client Compliance & Advisory offers the chance to work on high-quality compliance and advisory projects within the professional services industry. You'll play a key role in delivering tax expertise and helping clients navigate complex financial matters.

Client Details

Our client is a leading independent tax consultancy with a strong reputation for delivering high-quality, solutions-focused advice. Supporting businesses, entrepreneurs and private clients through key stages of growth, transactions and succession planning, they are known for combining technical excellence with a highly collaborative and client-centric approach.

Having experienced significant growth in recent years, the firm has expanded its national presence and continues to invest in its people, services and capabilities. With an award-winning culture and a focus on attracting and developing top talent, they offer ambitious tax professionals the opportunity to work on complex, high-profile matters as part of a supportive and forward-thinking team.

Description

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• Manage private client tax compliance and advisory projects from start to finish.
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• Provide expert advice on complex tax matters for high-net-worth individuals and families.
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• Review and ensure accuracy in tax returns and related documentation.
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• Build strong client relationships, acting as a trusted advisor.
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• Identify and implement tax planning opportunities for clients.
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• Support junior team members with technical guidance and mentoring.
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• Stay updated on changes in tax legislation and advise clients accordingly.
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• Collaborate with other departments to deliver a seamless client experience.
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Profile

A successful Senior Manager - Private Client Compliance & Advisory should have:

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• Strong expertise in private client tax compliance and advisory.
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• A professional qualification such as ACA, ACCA, or CTA.
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• Proven ability to manage client relationships effectively.
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• Excellent analytical and problem-solving skills.
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• Attention to detail and a commitment to high standards of work.
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• The ability to lead and develop a team.
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Job Offer

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• Salary £85,000-£100,000 plus an employee profit share scheme.
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• Hybrid working with home and office working as standard.
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• Strong commitment to work-life balance and flexible working.
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• Access to complex, high-quality private client advisory work.
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• Clear progression opportunities within a growing national practice.
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• Collaborate with highly experienced specialists across all tax disciplines.
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• Join an award-winning employer with a people-first culture.
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Applications are warmly welcomed from experienced and qualified private client tax specialists looking for a progressive opportunity in Bristol.

All applications are treated with confidentiality.

For an informal discussion in the first instance please call Sally on