Private Client Tax Associate ​/ Senior Associate

Private Client Tax Associate / Senior Associate - Bristol

• Location

  Bristol

• Sector:

  Tax Compliance ,Personal Tax ,Private Client Tax

• Contract Type:

  Permanent

• Salary:

  Competitive

• Contact:

  David Elliot

• Contact email:

• Contact phone:

• Published:

  7 months ago

• Expiry date:

• Startdate:

  :00:00

• Consultant:

  David Elliot

My client is a well-regarded professional services firm with a strong focus on private client tax. They are seeking a Private Client Tax Associate / Senior Associate to join their growing Tax Services Group South, supporting a diverse portfolio of high-net-worth individuals, trusts, partnerships, and non-UK domiciliaries
.

You will be responsible for managing a portfolio of private clients and delivering high-quality compliance and advisory services, including:

• Preparing personal tax returns and business/CGT computations
• Responding to client queries and liaising with HM Revenue & Customs on client matters
• Supporting ad hoc advisory work connected to client affairs
• Ensuring work is accurate, timely, and delivered in a cost-effective manner
• Collaborating with other internal departments and client intermediaries to gather required information

• CTA qualified or actively studying towards CTA
• Experience managing day-to-day compliance for a portfolio of private clients
• Strong organisational skills with the ability to meet deadlines under pressure
• Excellent interpersonal and communication skills, confident in client-facing interactions
• Self-motivated, flexible, and able to use initiative to problem-solve
• Strong IT skills
• Educated to at least A-level standard; graduate-level education preferred

The Tax Services Group South comprises over 55 employees across multiple UK offices. The team provides exceptional compliance and advisory services to a broad range of high-net-worth clients, including UK and offshore interests, property owners, business owners, partnerships, and trusts.

• 35-hour working week with hybrid working (up to three days from home; core hours 10:00–16:00)
• Competitive benefits package including pension, life assurance, 25 days annual leave, and flexible family-friendly policies
• Eligibility for the firm’s profit-sharing plan, paid annually in December
• Opportunity to work on diverse and complex private client portfolios
• Supportive, collaborative, and professional team environment

My client is committed to equality, diversity, and inclusion
, fostering an environment where all individuals are valued and encouraged to reach their full potential. The firm values technical excellence, integrity, enthusiasm, and collegiality, providing a workplace where professionals can thrive while delivering outstanding client service.

For further information on this role please contact David Elliot at Clark Wood –  / DD: | Mobile:

Unfortunately, we are unable to offer visa sponsorship for this position.

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