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: [email protected] Contact phone: +44 (0) 1173 291051 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. Role 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 Ideal Candidate 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 Benefits 35?hour working week with hybrid working (up to three days from home; core hours 10:0016:00) Competitive benefits package including pension, life assurance, 25 days annual leave, and flexible family?friendly policies Eligibility for the firms profit?sharing plan, paid annually in December Opportunity to work on diverse and complex private client portfolios Supportive, collaborative, and professional team environment Culture & Values 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 [email protected] or call +44 (0) 1173 291051 for further information. Visa sponsorship is not available for this position. #J-18808-Ljbffr

Created: 2026-03-04