Private Client Tax Associate
Listed on 2026-06-19
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Finance & Banking
Tax Advisor, Tax Manager, Tax Accountant, Accounting & Finance -
Accounting
Tax Advisor, Tax Manager, Tax Accountant, Accounting & Finance
Personal Tax Associate – Bristol – CTA Support Offered
A 1st class provider in personal tax services is growing its Personal Tax team in Bristol and is now recruiting for a Personal Tax Associate. This mid‑tier firm is an expert in personal tax and is looking for a bright individual who wants future progression and who wishes to embark on the CTA qualification.
The last five years have been incredibly successful for this firm in terms of client acquisition, and it is the 1st choice throughout the South for tax advice to HNWI’s, sole traders, entrepreneurs and non‑domiciled individuals. An excellent training programme is in place to fast‑track Tax Managers to Tax Directors, giving genuine scope to carve out a highly profitable career in a short time frame.
ResponsibilitiesAs a Personal Tax Associate you will be given a portfolio of clients and will provide compliance and advice in person on inheritance tax, capital gains tax, trusts, and issues affecting non‑domiciled residents. This is a part compliance/advisory role, requiring you to uphold the company’s high standards and to demonstrate strong analytical skills and attention to detail.
QualificationsApplicants should ideally be ATT qualified; however, those who are part qualified or qualified by experience will also be considered.
If this role is of interest, with your contact details to
Equal Opportunity StatementAs an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
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