Job Description
Job Title: Private Client Tax Senior Manager
Location: City of Bristol - Flexible Working Available (2 / 3 days)
Salary: £68,000 - £75,000 + Benefits!
What's Special About This Role?
#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
Elite Client Portfolio - Advise landed estates, ultra-wealthy families, and complex business dynasties
Senior Advisory Role - Be the primary relationship manager and strategic thinker for high-value clients
Practice Leadership - Drive the direction of our private client services and mentor future specialists
Responsibilities
Lead multi-million pound inheritance tax and succession planning projects
Coordinate with elite legal counsel and financial specialists on complex multi-disciplinary solutions
Act as the primary trusted advisor to discretionary, high-net-worth clients
Identify and develop opportunities within exclusive existing client relationships
Represent the firm at premium networking events and industry gatherings
Influence strategic direction of private client and owner-managed business services
Mento...
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Ready to Apply?
Don't miss this opportunity! Apply now and join our team.
Job Details
Posted Date:
November 26, 2025
Job Type:
Finance and Insurance
Location:
United Kingdom
Company:
Insite Public Practice Recruitment Limited
Ready to Apply?
Don't miss this opportunity! Apply now and join our team.