Private Client Tax Associate

PBR Executive Search Ltd; West of England; Hybrid; GBP 35,000 - 39,000; Full time

Job summary

A leading UK law firm in Bristol seeks a Tax Associate to join its Private Wealth team. You will prepare personal tax returns for high-net-worth clients, ensure compliance, and support tax payment processes.

Working closely with internal teams and external stakeholders under senior guidance, you’ll provide ad hoc personal tax advice year-round. The role features a hybrid pattern: three days in-office, two from home.

Qualifications

• Minimum 3 years of experience in personal tax.
• Strong proficiency in Microsoft Office (Outlook, Word, Excel).
• Experience preparing self‑assessment tax returns (ideally for partners).
• Exposure to trusts and inheritance tax (preferred).
• Familiarity with tax software (e.g. CCH) (preferred).

Responsibilities

• Preparing personal tax returns for high-net-worth clients and partners
• Ensuring compliance with relevant tax regulations
• Supporting tax payment processes
• Working closely with internal teams and external stakeholders
• Providing ad hoc advice on personal tax matters throughout the year

Skills

Personal tax

Self-assessment

Microsoft Office

Tax software (CCH)

Tools

CCH

Job description

My client, a leading UK law firm, is seeking a Tax Associate to join its Private Wealth team in Bristol. This is an excellent opportunity for a personal tax professional looking to take the next step in a collaborative, multidisciplinary environment.

About the Role

You will be responsible for preparing personal tax returns for high-net-worth clients and partners, ensuring compliance with relevant tax regulations, and supporting tax payment processes. The role involves working closely with internal teams and external stakeholders, with oversight from senior colleagues. You will also provide ad hoc advice on personal tax matters throughout the year.

Responsibilities

• Preparing personal tax returns for high-net-worth clients and partners
• Ensuring compliance with relevant tax regulations
• Supporting tax payment processes
• Working closely with internal teams and external stakeholders
• Providing ad hoc advice on personal tax matters throughout the year

Qualifications

• Minimum 3 years’ experience in personal tax

Required Skills

• Strong proficiency in Microsoft Office (Outlook, Word, Excel)
• Experience preparing self‑assessment tax returns (ideally for partners or similar profiles)

Preferred Skills

• Exposure to trusts and inheritance tax
• Familiarity with tax software (e.g. CCH)

Pay range and compensation package: £35,000pa - £39,000pa (DOE)

Hybrid model: typically 3 days in-office, 2 from home. Flexible working options available, including part-time arrangements.

Equal Opportunity Statement

Varied and engaging workload with early responsibility. Supportive and collaborative team culture. Clear and flexible career progression pathway.