Private Client Tax Senior Manager

Overview

We are recruiting a Private Client Tax Senior Manager in Bristol to lead a high‑quality portfolio of private clients, delivering UK and international tax compliance and advisory. You will manage HNW individuals, trusts and internationally connected clients, addressing residence, domicile, FIG, offshore and cross‑border planning. You’ll mentor juniors and develop strong client relationships within a collaborative team. This role offers exposure to complex cross‑border advisory work and a clear path for progression.

Pay / Benefits

• Hybrid and flexible working
• Competitive salary and benefits
• Ongoing technical training and professional development
• Clear career progression
• Leadership and mentoring opportunities
• Supportive and collaborative team environment

Responsibilities

• Manage portfolio of HNW individuals, private clients and trusts
• Advise on UK residence, domicile and international tax matters
• Provide guidance on Foreign Income and Gains (FIG) regime and temporary repatriation
• Advise on overseas income, gains, investments and property
• Provide IHT and CGT planning advice
• Support double tax relief claims and wider international tax planning
• Review complex personal tax returns involving overseas income and gains
• Advise on offshore assets, disclosures and reporting requirements
• Deal directly with clients, HMRC and professional advisers
• Prepare technical advice and written reports
• Review and support the work of junior team members
• Identify opportunities to add value and develop client relationships

Key requirements

• Strong experience in UK private client tax, ideally with international/cross-border exposure
• CTA qualified or equivalent
• Strong personal tax compliance and advisory experience
• Experience advising HNW individuals and internationally connected clients
• Strong knowledge of UK residence and international tax issues
• Experience dealing with foreign income, gains and offshore matters
• Knowledge of IHT and CGT planning
• Excellent technical, written and verbal communication skills
• Strong client relationship and stakeholder management abilities
• Experience mentoring and developing junior team members
• Proactive, commercial and client-focused approach

• communication
• stakeholder management
• mentoring
• UK private client tax
• international tax
• IHT

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