Private Client Tax Senior
Listed on 2026-06-18
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Accounting
Tax Accountant, Tax Manager, Tax Advisor, Accounting & Finance -
Finance & Banking
Tax Accountant, Tax Manager, Tax Advisor, Accounting & Finance
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.
- 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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