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Private Client Tax Manager

Location

Yeovil

Salary

£55,000 to £65,000

Type

Permanent

Private Client Tax Manager

Bristol / Taunton / Yeovil

£55,000 - £65,000

An established and highly respected Top 60 accountancy and advisory firm is seeking a Private Client Tax Manager to join its growing Personal Tax team. With offices across the South West, this opportunity is available in Bristol, Taunton or Yeovil.

This is a predominantly compliance-focused role, ideal for an experienced Private Client Tax professional who enjoys managing client relationships, maintaining technical excellence, and supporting junior colleagues within a collaborative environment.

What's great about this Private Client Tax Manager role?

  • Hybrid working model
  • Minimum 25 days holiday plus bank holidays (option to buy and sell annual leave)
  • Annual salary reviews
  • Medicash health plan
  • Volunteering day each year
  • Cinema and gym discounts
  • Private medical insurance options

Your role as a Private Client Tax Manager:

  • Managing a portfolio of private client tax compliance cases.
  • Reviewing personal tax returns for accuracy and technical quality.
  • Acting as a key point of contact for clients, delivering excellent service.
  • Supporting and developing trainees and junior team members.
  • Collaborating with senior leadership and colleagues across the tax team.
  • Ensuring deadlines are met and workflows are managed efficiently.
  • Providing occasional support on advisory projects where appropriate.

What you'll need to succeed:

  • Be ATT and/or CTA qualified.
  • Have experience working within Private Client or Personal Tax at Manager level.
  • Enjoy managing compliance work and maintaining high technical standards.
  • Be a strong team player with a collaborative approach.
  • Have experience reviewing work and supporting junior colleagues.
  • Possess excellent organisational and client relationship skills.
  • Demonstrate a professional and thoughtful approach to service delivery.

What next:

I am looking for an ambitious Private Client Tax Manager to join this growing team. Please get in touch for further details: Jenna.Johnson@pro-finance.co.uk / 07979027390.

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