Tax Manager – Family Office & Private Client – Bristol

Overview

In this role you will lead delivery of high‑quality personal tax advice for a portfolio of high net worth clients, including UK and international matters. You will manage complex cases, coach junior staff, and project‑manage advisory assignments to meet deadlines and billing targets. You’ll work closely with cross‑functional teams to craft bespoke solutions and support clients through evolving tax needs. This is a chance to shape the family office and private client offering within a leading firm and contribute to a flexible, inclusive culture.

Pay / Benefits

• flexible working options
• training and development
• stimulating work environment

Responsibilities

• Deliver high quality personal tax service to clients
• Manage a diverse portfolio with complex assignments across inheritance tax, capital gains tax, income tax, and international tax
• Provide bespoke tax solutions through original thinking for one-off assignments
• Project manage advisory work to ensure deadlines, risk management, and compliance
• Manage work in progress, billing, and cash collection
• Oversee performance and development of partly and newly qualified staff

Key requirements

• Qualified accountant or tax advisor with personal tax experience and varied client base
• Strong academic results and understanding of private client issues
• Excellent interpersonal, oral and written communication skills
• Ability to deliver bespoke tax solutions to client needs
• Ability to work both collaboratively in a team and independently
• Commitment to clients, colleagues and KPMG
• High analytical ability and a commercial approach to providing advice

• strong interpersonal skills
• clear written and verbal communication
• ability to collaborate in teams
• personal tax
• inheritance tax
• capital gains tax

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