Private Client Tax Associate / Senior Associate - Bristol

Clark Wood - Tax Recruitment; Bristol; Hybrid; GBP 80,000 - 100,000; Full time

Job summary

A reputable professional services firm in Bristol is seeking a Private Client Tax Associate / Senior Associate. The role involves managing a diverse portfolio of high-net-worth individuals and delivering compliance and advisory services. Ideal candidates will be CTA qualified or studying towards it, possess strong organizational and interpersonal skills, and be self-motivated. Offering a supportive team environment, competitive benefits, and hybrid working options, this is a great opportunity for tax professionals aiming to broaden their experience.

Benefits

Competitive benefits package including pension

Life assurance

25 days annual leave

Flexible family-friendly policies

Eligibility for profit-sharing plan

Qualifications

• Experience managing day-to-day compliance for a portfolio of private clients.
• Ability to work under pressure and meet deadlines.
• Self-motivated and flexible.

Responsibilities

• Manage a portfolio of private clients.
• Prepare personal tax returns and business/CGT computations.
• Liaise with HM Revenue & Customs on client matters.

Skills

CTA qualified or studying towards CTA

Interpersonal and communication skills

Organisational skills

IT skills

Problem-solving initiative

Education

Educated to at least A-level standard; graduate-level preferred

Job description

My client is a well-regarded professional services firm with a strong focus on private client tax. They are seeking a Private Client Tax Associate / Senior Associate to join their growing Tax Services Group South, supporting a diverse portfolio of high-net-worth individuals, trusts, partnerships, and non-UK domiciliaries.

This is an excellent opportunity for a tax professional with a background in compliance who is looking to broaden their experience within a dedicated private client environment.

The Role

You will be responsible for managing a portfolio of private clients and delivering high-quality compliance and advisory services, including:

• Preparing personal tax returns and business/CGT computations
• Responding to client queries and liaising with HM Revenue & Customs on client matters
• Supporting ad hoc advisory work connected to client affairs
• Ensuring work is accurate, timely, and delivered in a cost-effective manner
• Collaborating with other internal departments and client intermediaries to gather required information

The Ideal Candidate

• CTA qualified or actively studying towards CTA
• Experience managing day-to-day compliance for a portfolio of private clients
• Strong organisational skills with the ability to meet deadlines under pressure
• Excellent interpersonal and communication skills, confident in client‑facing interactions
• Self‑motivated, flexible, and able to use initiative to problem‑solveStrong IT skills
• Educated to at least A-level standard; graduate‑level education preferred

The Team

The Tax Services Group South comprises over 55 employees across multiple UK offices. The team provides exceptional compliance and advisory services to a broad range of high-net-worth clients, including UK and offshore interests, property owners, business owners, partnerships, and trusts.

What’s on Offer

• 35‑hour working week with hybrid working (up to three days from home; core hours 10:00–16:00)
• Competitive benefits package including pension, life assurance, 25 days annual leave, and flexible family‑friendly policies
• Eligibility for the firm’s profit‑sharing plan, paid annually in December
• Opportunity to work on diverse and complex private client portfolios
• Supportive, collaborative, and professional team environment

Culture & Values

My client is committed to equality, diversity, and inclusion, fostering an environment where all individuals are valued and encouraged to reach their full potential. The firm values technical excellence, integrity, enthusiasm, and collegiality, providing a workplace where professionals can thrive while delivering outstanding client service.

For further information on this role please contact David Elliot at Clark Wood – [e-mail] / DD: [phone] | Mobile: [phone].

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

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