Personal Tax Senior – Bristol

Howells Consulting Ltd; Bristol; Hybrid; GBP 35,000 - 45,000; Full time

Benefits offered by this job

Agile working culture

Opportunities for career progression

Job summary

A leading private client tax firm in Bristol seeks a Personal Tax Adviser at the Tax Senior grade. You will manage a portfolio of high-net-worth clients, ensuring compliance with personal tax regulations and providing expert advice on various tax matters. The role requires a CTA qualification and excellent communication skills. The firm offers a supportive environment with opportunities for career progression and hybrid working options.

Qualifications

• Experience advising high-net-worth individuals on income tax, CGT, and IHT.
• Knowledge of trusts is helpful.
• Experience with UK resident non-domiciles is useful.

Responsibilities

• Manage a portfolio of private clients.
• Handle annual personal tax compliance.
• Assist with capital taxes planning as needed.

Skills

Excellent communication skills

Client relationship management

Tax compliance for HNWIs

Education

CTA qualification

Job description

Take your career to the next level with one of Bristol’s leading Private Client teams.

Handle high quality private client tax work for new-money entrepreneurs, wealthy families, non doms and landed wealth.

Our client maintains a high profile in the Private Client field and acts for an enviable client list of HNW and UHNW individuals. They are growing their team in Bristol and are keen to appoint an additional personal tax adviser at Tax Senior grade.

With the support of experienced Directors and Partners, the incoming individual will take responsibility for a portfolio of private clients, managing key relationships and handling their annual personal tax compliance. Scope also exists to assist with ad hoc capital taxes planning.

Very much a client-facing role, the individual will require excellent communication and client relationship management skills.

The CTA qualification is a pre-requisite, along with demonstrable experience of advising HNWIs on income tax, CGT and IHT. Some knowledge of trusts would be helpful and experience of advising UK resident non domiciles on residence, remittance and the SRT, would be useful.

In return, our client has built a strong track-record of supporting and developing its staff. They offer early responsibility, an agile working culture and the opportunity to progress on to Manager and Senior Manager grades.

Based in Bristol, the firm offers hybrid working 2-3 days a week if one wishes.

Salary dependent on experience but likely to be in the region £35,000 – £45,000 Ref 5096s

Howells Consulting is a specialist provider of recruitment and careers advice to the Private Client Tax and Trusts professions.