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Private Client Compliance & Advisory - Senior Manager

Bristol Permanent £85,000 - £100,000 per year View Job Description
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.
  • Advise HNW clients on complex wealth, succession and tax planning.
  • Join a growing specialist team delivering impactful private client advice.

About Our Client

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.

Job Description

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

The Successful Applicant

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

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

What's on Offer

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



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 07483 714841

Contact
Sally Mason
Quote job ref
JN-072026-7066120
Phone number
+441179065158

Job summary

Job function
Tax
Subsector
Tax Practice
Sector
Financial Services
Where
Bristol
Contract type
Permanent
Consultant name
Sally Mason
Consultant phone
+441179065158
Job reference
JN-072026-7066120