Private Client Tax Associate​/Senior Associate - Bristol

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:

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

• 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.

You can contact David Elliot at  or call for further information. Visa sponsorship is not available for this position.