Family Office & Private Client | Tax Manager | Bristol

As a Family Office & Private Client Tax Manager in London, you'll focus on managing complex tax affairs for high-net-worth individuals and internationally connected clients. This role supports entrepreneurs and privately owned businesses, helping to navigate intricate tax matters such as inheritance tax, capital gains tax, income tax, and international assignments.

Client Details

Our client is a leading professional services organisation with an established UK and international presence, providing tax, audit and advisory services to a diverse client base. Its Family Office and Private Client specialists advise business owners, entrepreneurs, landed estates, trustees, family offices and wealthy individuals across their tax affairs.

The wider private client team combines locally based advisers with access to specialists across an extensive international network. Its approach centres on delivering personal, pragmatic and tailored advice, ranging from bespoke tax planning through to wider family office matters and complex international requirements.

Description

This is an excellent opportunity for an experienced personal or private client tax professional to join a highly regarded Family Office & Private Client team in Bristol.

Predominantly advisory in nature, the position offers exposure to a sophisticated portfolio of high-net-worth individuals, entrepreneurs, shareholders, landed estates and internationally connected clients. The successful Tax Manager will advise across a broad range of UK and international personal tax matters while developing trusted, long-term client relationships.

Responsibilities will include:

Managing a varied portfolio of complex private clients
Providing high-quality personal tax advice across a range of assignments
Advising on inheritance tax, capital gains tax and income tax matters
Supporting clients with international and cross-border tax considerations
Working with entrepreneurs and shareholders of privately owned businesses
Identifying opportunities to provide additional advisory support to clients
Developing bespoke solutions to complex or one-off tax issues
Project managing tax advisory assignments from planning through to delivery
Managing deadlines, risk procedures, WIP, billing and cash collection
Supporting the performance and career development of junior team membersThe role sits within a substantial national Family Office & Private Client operation which currently comprises of nearly 200 professional to thrive with.

Profile

A successful Family Office & Private Client Tax Manager should have:

The successful candidate is likely to be an experienced personal or private client tax professional who enjoys solving complex problems and wants to develop their career further within advisory work.

You may be:

ATT, CTA, ACA or ACCA qualified
An experienced tax professional who has developed expertise through experience
Currently working within personal tax, private client tax or a related discipline
Experienced in advising a varied portfolio of private clients
Comfortable dealing with complex personal tax matters
Commercially minded with strong analytical and problem-solving skills
A confident communicator capable of building strong client relationships
Able to manage assignments independently while contributing to a wider team
Interested in coaching and developing partly and newly qualified colleaguesImportantly, candidates qualified through experience rather than professional examinations are also encouraged to apply

Job Offer

Competitive salary between £49,500 and £60,500, commensurate with your skill and experience.
Exposure to high-net-worth and internationally connected individuals.
Opportunities to work on complex inheritance tax, capital gains tax, and income tax cases.
Experience working with entrepreneurs and privately owned businesses.
Hybrid and flexible working
Predominantly advisory private client tax work
Complex inheritance tax, CGT, income tax and international assignments
Opportunity to work with entrepreneurs and privately owned businesses
Access to a large national and international specialist network
Excellent professional development and longer-term career opportunities

People are at the heart of Michael Page. We are committed to creating an inclusive environment. As an inclusive recruiter we welcome applications from people of all backgrounds, identities and experiences. If you require any adjustments or accommodations during the recruitment process, we'll work with you to ensure you can perform at your best