Private Client Tax Manager - #2109596

Crowe Watson Recruitment


Date: 3 hours ago
City: Bristol
Salary: £55,000 - £65,000 / year
Contract type: Full time
Work schedule: Full day
Crowe Watson Recruitment

With a well-regarded private client tax team, a technically varied and prestigious client base, and a culture that genuinely champions the development and progression of its people, this leading firm of Chartered Accountants in Bristol represents a compelling destination for any experienced Private Client Tax Manager who is ready for a role that matches their ambition and rewards their expertise, with flexible working, a company pension, and much more on offer.

Crowe Watson Recruitment has a deep and well-established understanding of the Bristol private client tax market, and the team brings a level of sector expertise and professional insight to every search that makes a genuine difference to the quality and relevance of the introductions they make. Rather than taking a broad-brush approach to recruitment, Crowe Watson invests the time to properly understand both the opportunity and the individual, ensuring that every introduction is considered, well-matched, and genuinely worthwhile for both parties. That approach is what has made Crowe Watson a trusted name amongst private client tax professionals across the South West.

Bristol’s private client tax market is one of the most active and well-regarded outside of London, with a diverse and high-quality client base that reflects the city’s growing status as a major UK financial and professional services centre. As Private Client Tax Manager, you will take full ownership of a varied and prestigious portfolio of high-net-worth individuals, trusts, and estates, delivering expert compliance and advisory services across a broad range of complex personal tax matters and working closely with partners on more strategically significant assignments. The firm offers a well-defined pathway to senior manager level, a collegiate and inclusive team culture, and the kind of technically stimulating environment that any ambitious private client tax professional will find both challenging and deeply rewarding. You might not meet all the criteria, but if you are passionate about developing yourself and your career, we’d love to hear from you.

Crowe Watson is acting as an Employment Agency. References to pay rates are indicative and salary is dependent on experience.

Please note that Crowe Watson Recruitment is unable to assist with sponsorship applications; all candidates must have the right to work in the UK without restriction.

Key Responsibilities
  • Managing a portfolio of private clients including high-net-worth individuals, trusts, and estates
  • Delivering expert advice across income tax, capital gains tax, and inheritance tax
  • Reviewing self-assessment tax returns and overseeing the compliance process
  • Building and maintaining strong, trusted client relationships as a key point of contact
  • Mentoring and supporting the development of junior members of the tax team
  • Liaising with HMRC on client matters including enquiries and investigations
Requirements
  • CTA and/or ACA/ACCA qualified with a strong private client tax background
  • At least five years' experience working within a UK Practice environment
  • Proven experience managing a portfolio of private clients with technical accuracy and confidence
  • Strong knowledge of UK personal tax, capital gains tax, inheritance tax, and trusts
  • Excellent communication and interpersonal skills with a confident client-facing manner
  • Organised, detail-oriented, and able to manage competing deadlines effectively

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