Private Client Tax Associate / Senior Associate - Bristol

Job Details

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 .
This is an excellent opportunity for a tax professional with a background in compliance who is looking to broaden their experience within a dedicated private client environment.
The 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

The 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

The Team 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.
What’s on Offer

• 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

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.

For further information on this role please contact David Elliot at Clark Wood – View email address on taxation-jobs.co.uk / DD: View phone number on taxation-jobs.co.uk | Mobile: View phone number on taxation-jobs.co.uk

This role is ideal for candidates with relevant experience in a UK accountancy practice. Unfortunately, we are unable to offer visa sponsorship for this position.

#CWDE

If this specific vacancy is not quite what you are looking for, please contact us to investigate alternatives; you can send your CV to this job or contact us directly. Successfully 'Refer a Friend' or colleague to us and receive a bonus of over £500 in vouchers.

Company

Clark Wood is one of the UK's leading Tax recruiters. Our specialist consultants have successfully assisted a broad spectrum of clients and candidates alike within the field of Taxation; Top 10, Mid-Tier Accountancy Practices, National Law Firms, PLCs, Owner Managed Businesses, through to Multinational Fiduciary Organisations and Family Offices. We work with a wide range of clients, offering our candidates, from Newly Qualified through to Director/ Partner level, a genuine range of opportunities to progress their careers. Clients & Markets Public Practice: We work with Public Practices across the UK, ranging from the Big 4, Top 20, Leading Regional Accountancy Practices and Tax Boutiques. In-House: FTSE Listed, Family Offices, Owner Managed Business and Small to Medium Enterprises. Law Firms: Our clients range from large multinational firms through to niche boutiques.

Company info

Website

Telephone

View phone number on taxation-jobs.co.uk