Private Client Tax Senior Manager

Overview

Senior Recruitment Consultant at Insite Group - Recruiting everything Tax within the Public Practice market across the UK. From Managing Files to Managing Fortunes: Become a Senior Private Client Tax Leader!Join an award-winning team and become the strategic tax advisor that sophisticated wealthy families rely on for their most important financial decisions. This is your opportunity to combine technical mastery with relationship excellence in one of the UK''s most respected independent practices.Job Title:

Private Client Tax Senior ManagerLocation:

City of Bristol, BS1Salary:

Up to £70,000 + BenefitsWhat''s Special About This Role?Elite Client Portfolio - Advise landed estates, ultra-wealthy families, and complex business dynastiesIntellectually Complex Work - Inheritance tax, succession planning, trust restructuring, family business transitionsSenior Advisory Role - Be the primary relationship manager and strategic thinker for high-value clientsPractice Leadership - Drive the direction of our private client services and mentor future specialistsResponsibilities:Lead multi-million pound inheritance tax and succession planning projectsDesign sophisticated trust and partnership structures for ultra-wealthy familiesCoordinate with elite legal counsel and financial specialists on complex multi-disciplinary solutionsAct as the primary trusted advisor to discretionary, high-net-worth clientsIdentify and develop opportunities within exclusive existing client relationshipsRepresent the firm at premium networking events and industry gatheringsInfluence strategic direction of private client and owner-managed business servicesBuild your own practice within our established platformMentor and develop junior specialists in complex private client taxationDrive team performance, billing efficiency, and profitability metricsProvide technical leadership on the most challenging family wealth structuresMaintain gold-standard compliance and risk management protocolsThe Individual:CTA qualified with current technical mastery (STEP, ACA, or ACCA highly valued)Proven manager-level experience in private client tax advisory and complianceDeep specialization in inheritance tax, trusts, estates, and family business structuringAdvanced technical skills in specialist tax software and sophisticated modelingCommercial qualities with exceptional relationship-building capabilitiesCreative strategic thinking for complex multi-generational wealth challengesLeadership excellence to inspire and develop high-performing teamsAbout Them:#20 UK''s Best Large Workplace 2025 (climbed 4 places) - Great Place to Work certified#6 Best Workplace for Women out of 100 large UK organizations#24 Best Workplace for Development - genuine investment in your continued growth#35 Best Workplace for Wellbeing - supporting your personal and professional successPrivate medical insurance and comprehensive healthcare coverage4x salary life assurance and group income protection for complete securityFlexible holiday purchasing - buy up to 5 additional days for ultimate work-life integrationElectric vehicle lease scheme and sustainable commuting optionsCharitable Foundation providing emergency support and community giving opportunitiesExecutive-level support including counselling services for you and your familyClear partnership pathway - established track record of promoting senior managersSeniority levelMid-Senior levelEmployment typeFull-timeJob functionAccounting/AuditingIndustries - AccountingReferrals increase your chances of interviewing at Insite Group by 2xGet notified about new Private Client Manager jobs in

Bristol, England, United Kingdom .Bristol, England, United ..... full job details .....