Personal Tax Assistant Manager - Bristol

Clark Wood Limited; West of England; Hybrid; GBP 50,000 - 70,000; Full time

Benefits offered by this job

Hybrid working

Private client work exposure

Technical training

Career development

Progression path

Supportive environment

Job summary

Clark Wood Limited in Bristol is looking for a Personal Tax Assistant Manager to join its established private client tax team, taking ownership of a diverse client portfolio and working with high-quality private clients in a supportive, technically strong environment.

You will work closely with managers and partners to deliver personal tax services, review returns and complex computations, handle HMRC enquiries, and help with residency, domicile and wealth planning.

Qualifications

• ATT and/or CTA qualified or actively studying towards CTA
• Strong experience in personal/private client tax within a professional services environment
• Experience dealing with HNW individuals, trusts, and complex personal tax matters
• Confident reviewer with excellent attention to detail
• Strong written and verbal communication skills
• Proactive, organised, and motivated to progress to Manager level

Responsibilities

• Manage a portfolio of personal tax clients, including HNW individuals, non-domiciled clients, trusts and family groups
• Review personal tax returns and complex tax computations
• Act as primary point of contact for clients, providing clear and practical tax advice
• Support advisory work across residency and domicile, inheritance tax planning, trusts, and wealth structuring
• Handle HMRC enquiries and correspondence
• Ensure compliance work is delivered accurately and in line with risk procedures
• Review and support the work of junior team members
• Build strong, long-term client relationships and identify advisory opportunities

Skills

ATT/CTA

HNW clients

Trusts

Tax advisory

Client relations

Job description

Personal Tax Assistant Manager - Bristol

• Location

  Bristol

• Sector:

  Tax Advisory , Tax Compliance , Personal Tax , Private Client Tax

• Contract Type:

  Permanent

• Salary:

  Competitive

• Contact:

  David Elliot

• Contact email:

  [e-mail]

• Contact phone:

  [phone]

• Job ref:

  DE-18725

• Published:

  10 months ago

• Expiry date:

  2026-10-29

• Startdate:

  2025-12-18 00:00:00

• Consultant:

  David Elliot

Personal Tax Assistant Manager – Bristol A highly regarded professional services firm in Bristol is looking to appoint a Personal Tax Assistant Manager to join its established and growing private client tax team.

This role is ideal for an experienced personal tax professional who is ready to step up, take ownership of a client portfolio, and work with high-quality private clients in a supportive and technically strong environment.

This role is ideal for candidates with relevant experience in a UK accountancy practice.

The Role

Working closely with Managers, Senior Managers, and Partners, you will play a key role in delivering personal tax services to a diverse and complex private client base.

Key responsibilities include:

• 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

The Ideal Candidate

• ATT and/or CTA qualified (or actively studying towards CTA)
• Strong experience in personal/private client tax within a professional services environment
• Experience dealing with HNW individuals, trusts, and complex personal tax matters
• Confident reviewer with excellent attention to detail
• Strong written and verbal communication skills
• Proactive, organised, and motivated to progress to Manager level

What’s on Offer

• Competitive salary and benefits package
• Hybrid and flexible working options
• Exposure to high-quality private client work
• Strong technical training and career development support
• Clear progression path within a respected private client team
• Supportive, collaborative, and professional working environment

Unfortunately, we are unable to offer visa sponsorship for this position.