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Private Client Tax Senior

Job in Bristol, Bristol County, BS1, England, UK
Listing for: Insite Public Practice Recruitment Limited
Full Time position
Listed on 2026-06-18
Job specializations:
  • Accounting
    Tax Accountant, Tax Manager, Tax Advisor, Accounting & Finance
  • Finance & Banking
    Tax Accountant, Tax Manager, Tax Advisor, Accounting & Finance
Salary/Wage Range or Industry Benchmark: 38000 - 45000 GBP Yearly GBP 38000.00 45000.00 YEAR
Job Description & How to Apply Below

Job Title:

Personal Tax Senior

Location:

City of Bristol - flexible working available Salary: £38,000 - £45,000 (dependent on experience!) The Role

My client are currently on the hunt for an enthusiastic Private Client Tax Senior to join their growth plans. A successful candidate will be responsible for a portfolio of high-net-worth private clients, including trusts, partnerships and non-UK domiciliaries. The role will include the preparation of tax returns for those clients, preparation of business tax and CGT computations, preparing responses to client queries and dealing with HM Revenue & Customs in connection with the clients' affairs.

The role provides an excellent range of work for someone with a background in tax compliance wishing to broaden their experience with a dedicated "private client" firm with a diverse client base.

About You
  • Self-motivated, committed, and flexible team player, with a positive and enthusiastic attitude and the ability to work with stretching targets and deadlines.
  • Experience in running the day-to-day compliance affairs of a portfolio of clients reporting to a portfolio manager
  • Experience of supporting the delivery of ad hoc advisory work connected to the client
  • The ability to use their own initiative and to problem solve
  • Excellent organisational and interpersonal skills and provide accurate work in a timely and cost-effective manner.
  • Confident communicator to liaise with the client, intermediaries and other internal departments to gather the clients tax return information to complete their annual return
  • Excellent IT skills
  • Candidates must be educated to at least 'A' level standard and ideally graduate level. He/she should have obtained the CTA qualification.
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Position Requirements
10+ Years work experience
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