Private Client Tax Senior Manager

Job Title: Private Client Tax Senior Manager

Location: City of Bristol - hybrid working model

Salary: £65,000 - £80,000 + benefits package!

The Role:

My client have an opportunity to deliver exceptional tax compliance and advisory services to a diverse portfolio of individuals, including internationally mobile clients, non-UK residents, and high-net-worth (HNW) individuals. You will play a key role in advising on cross-border tax matters, helping clients navigate complex areas such as residency, overseas income, and offshore assets. Your typical day-to-day will include:

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• Managing a portfolio of private clients, including HNW individuals, internationally mobile individuals, and some trusts
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• Drafting reports and advice covering areas such as residence and domicile, remittance basis, and international tax planning
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• Advising clients on the tax treatment of overseas income and gains, including foreign investments and property
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• Supporting clients with double tax relief and cross-border tax considerations
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• Undertaking CGT advice on property, shares, and other assets for both UK resident and non-UK resident individuals
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• Providing guidance on offshore income, disclosures, and reporting requirements
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• Meeting with clients to understand and advise on their tax planning needs, including international aspects
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• Reviewing the work of more junior staff and contributing to their professional development
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• Providing and managing compliance services, including the preparation and review of self-assessment tax returns with international elements
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• Requesting, collating, and maintaining client information, particularly relating to overseas income and assets
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• Maintaining direct contact with clients, HMRC, and other professional advisers to deliver an excellent client service
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• Identifying opportunities to support clients further, including collaboration with other teams such as financial planning
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The Individual:

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• Previous experience in a personal tax compliance and advisory role, with exposure to international/private client matters
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• ATT or CTA qualified (or equivalent), with strong and up-to-date technical knowledge
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• Good understanding of residence, domicile, and cross-border tax issues affecting individuals
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• Experience preparing or reviewing returns involving foreign income, gains, or offshore matters
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• Understanding of compliance standards imposed by relevant regulatory authorities
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• Organised, with the ability to manage competing priorities and meet deadlines
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• Professional and discreet, with strong interpersonal skills and the ability to build rapport with clients
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