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This job expired on 25/09/2026. It no longer accepts applications.
Private Client Tax Manager – Reading or Bristol
Morgan McKinley
Job description
About the role
Join a leading Private Client Tax team within a Big‑4 practice, supporting high‑net‑worth individuals, family offices and entrepreneurial businesses from our Reading or Bristol office. This senior position offers exposure to complex tax matters across multiple jurisdictions and a clear path for career development.
Key responsibilities
- Manage a diverse portfolio of UHNW/HNW and family‑office clients.
- Oversee work‑in‑progress, ensure prompt billing and monitor cash collection.
- Provide advice on Inheritance Tax, Capital Gains Tax, income tax and international tax issues.
- Project‑manage tax advisory assignments, controlling risk and meeting all deadlines and compliance requirements.
- Develop new business opportunities and nurture existing client relationships.
- Participate in marketing and networking initiatives.
- Support leadership, training and development of junior colleagues.
Required profile
- CTA, ACA, ATT or ACCA qualified.
- Proven experience working with a varied, high‑value client base.
- Track record handling complex and challenging tax work.
- Strong interpersonal and leadership qualities.
Required skills
- Inheritance Tax expertise.
- Capital Gains Tax expertise.
- Income Tax expertise.
- International Tax expertise.
What we offer
- 25 days holiday.
- Flexible, agile and family‑friendly working policies.
- Yearly discretionary bonus.
- Annual allowance (often referred to as “cash/car”).
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Morgan McKinley
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