Hybrid Personal Tax Assistant Manager | Private Client

Clark Wood - Tax Recruitment; West of England; Hybrid; GBP 45,000 - 65,000; Full time

Benefits offered by this job

Hybrid work

Flexible working

Job summary

Clark Wood – Tax Recruitment is seeking a Personal Tax Assistant Manager in Bristol to lead a portfolio of private client work for high-net-worth individuals, trusts and family groups. You will own the client relationship, review tax returns and advise on residency, domicile and wealth structuring.

The role offers a supportive, technically strong environment with hybrid working and clear progression to a Manager level, plus ongoing professional development and a competitive benefits package.

Qualifications

• Experience in personal/private client tax within a professional services environment.
• Experience dealing with HNW individuals, trusts, and complex personal tax matters.
• Strong attention to detail.
• Excellent written and verbal communication.
• Willingness to progress to Manager level.

Responsibilities

• Managing a portfolio of personal tax clients, including HNW individuals, non-domiciled clients, trusts, and family groups.
• Reviewing personal tax returns and complex tax computations.
• Acting as a primary point of contact for clients, providing clear and practical tax advice.
• Supporting advisory work across residency and domicile, inheritance tax planning, trusts, and wealth structuring.
• Handling HMRC enquiries and correspondence.
• Ensuring compliance work is delivered accurately and in line with risk procedures.
• Reviewing and supporting the work of junior team members.
• Building strong, long-term client relationships and identifying advisory opportunities.

Skills

ATT/CTA qualification

Personal/private client tax experience

Attention to detail

Client communication

People management potential

Education

ATT/CTA qualification

Job description

Clark Wood – Tax Recruitment is seeking a Personal Tax Assistant Manager in Bristol to lead a portfolio of private client work for high-net-worth individuals, trusts and family groups. You will own the client relationship, review tax returns and advise on residency, domicile and wealth structuring.

The role offers a supportive, technically strong environment with hybrid working and clear progression to a Manager level, plus ongoing professional development and a competitive benefits package.