Private Client Tax Manager (Bristol/Yeovil/Taunton)

About the role

We are looking for a Private Client Tax Manager to join our Personal Tax team in the South West. The role is primarily compliance‑focused, managing a portfolio of private client tax returns while delivering a high standard of service to our clients.

Key responsibilities

• Manage a portfolio of private client tax compliance cases and ensure timely filing.
• Review personal tax returns for accuracy, technical quality and compliance.
• Act as the main point of contact for clients, providing advice and maintaining strong relationships.
• Support, coach and develop trainees and junior team members.
• Collaborate with senior leadership and other tax specialists to meet deadlines and improve workflows.
• Contribute occasionally to advisory projects as required.

Required profile

• ATT and/or CTA qualified.
• Experience at manager level within Private Client or Personal Tax.
• Proven ability to manage compliance work and uphold high technical standards.
• Strong organisational and client‑relationship skills.
• Team‑player with a collaborative approach.

Required skills

• ATT qualification
• CTA qualification

What we offer

• Hybrid working model.
• Minimum 25 days holiday plus bank holidays, with the option to buy or sell leave.
• Annual salary reviews.
• Medicash health plan and private medical insurance options.
• Volunteering day each year.
• Cinema and gym discounts.