Private Client Tax Associate

Christopher Brian Recruitment Limited; Salisbury; Hybrid; GBP 42,000 - 64,000; Full time

Benefits offered by this job

Hybrid work

Study support ATT/CTA/ACA

Clear progression

Private medical

Life assurance

Holiday allowance

Pension

Friendly team

Training

Job summary

Christopher Brian Recruitment Limited is managing a Private Client Tax Associate / Senior role in Salisbury. You will handle personal tax returns, build a portfolio of high‑net‑worth clients, and assist with tax planning and advisory work.

The role offers hybrid working (3 days in the office), study support for ATT/CTA/ACA, progression opportunities, and strong training within a supportive tax team.

Qualifications

• Experience in Personal Tax / Private Client Tax within a UK accountancy practice.
• Studying ATT/CTA/ACA or qualified.
• Willingness to develop technical knowledge and client exposure.

Responsibilities

• Preparing personal tax returns and computations.
• Managing or assisting with your own portfolio of clients.
• Liaising with clients and HMRC.
• Supporting Managers with tax planning and advisory projects.
• Developing knowledge of CGT, IHT, trusts and succession planning.
• Building strong relationships with clients.
• Keeping up to date with changes in UK tax legislation.

Skills

Personal tax

UK practice experience

Client liaison

Education

ATT/CTA/ACA studying

Job description

Private Client Tax Associate / Senior – Salisbury

In this role, you'll complete a range of personal tax work for a varied portfolio of private clients, while developing your experience across more complex tax compliance, planning and advisory work.

What's on Offer?

• Hybrid working – typically 3 days in the office
• Full ATT / CTA / ACA study support where applicable
• Clear progression opportunities
• Private medical insurance and life assurance
• Generous holiday allowance with option to purchase additional days
• Pension contribution
• Friendly and supportive tax team
• Excellent technical exposure and ongoing training

We're working with a leading accountancy practice in Salisbury that's looking for a Private Client Tax Associate / Senior to join its growing team.

You'll work with an interesting client base including HNWIs, entrepreneurs, business owners, landed estates, agricultural clients, partnerships and trusts, giving you plenty of opportunity to broaden your tax knowledge.

The Role

Depending on your experience, you'll be involved in:

• Preparing personal tax returns and computations
• Managing or assisting with your own portfolio of clients
• Liaising with clients and HMRC
• Supporting Managers with tax planning and advisory projects
• Developing your knowledge of CGT, IHT, trusts and succession planning
• Building strong relationships with clients
• Keeping up to date with changes in UK tax legislation

About You

We're looking for someone with previous Personal Tax / Private Client Tax experience within a UK accountancy practice.

You could be ATT/CTA/ACA studying, part-qualified, qualified or building your experience without a professional qualification.

You don't need experience in every area listed above. If you've got a good grounding in personal tax and want to develop your technical knowledge and career, we'd be keen to hear from you.

Your application won't automatically be sent to our client. We'll speak with you first, discuss everything in detail and only submit your CV once you're happy to proceed.