Private Client Tax Senior Manager - Bristol

About the role

This senior leadership position sits within a private client tax practice, delivering strategic tax advice to high‑net‑worth individuals, families and business owners in Bristol and beyond. You will shape the future of the service, manage complex advisory projects and mentor a growing team of tax professionals.

Key responsibilities

• Lead a sophisticated portfolio of private clients, including high‑net‑worth individuals, entrepreneurs, non‑UK domiciliaries and trusts.
• Provide expert advice on inheritance tax planning, capital gains tax mitigation, residence and domicile issues, succession planning and trust/estate structuring.
• Act as the primary point of contact for key clients, ensuring commercially sound and technically robust advice.
• Supervise and review complex tax compliance work, integrating it with advisory outcomes.
• Lead client engagements involving HMRC negotiations, restructuring and international tax planning.
• Develop and mentor managers and junior staff, supporting technical growth and career progression.
• Contribute to business development through relationship management, referrals and strategic proposals.
• Stay ahead of regulatory changes and translate them into practical client advice.

Required profile

• CTA qualified (or ACA/ACCA with extensive private client tax experience).
• Significant experience at a managerial or senior managerial level within a professional services environment.
• Strong technical expertise in UK personal tax, including IHT, CGT, trusts and international tax planning.
• Proven ability to lead client relationships and manage high‑performing teams.
• Commercially astute with confidence to influence practice development.
• Excellent interpersonal, communication and leadership skills.

Required skills

• CTA qualification
• ACA or ACCA qualification
• UK personal tax expertise
• Inheritance tax planning
• Capital gains tax mitigation
• Trust and estate structuring
• International tax planning
• HMRC negotiation experience