Private Client Tax Associate / Senior Associate - Bristol

Clark Wood - Tax Recruitment; West of England; Hybrid; GBP 40,000 - 70,000; Full time

Benefits offered by this job

Pension

Life assurance

25 days annual leave

Flexible family-friendly policies

Profit-sharing plan

Job summary

Clark Wood - Tax Recruitment is seeking a Private Client Tax Associate / Senior Associate to join the Tax Services Group South in the UK. The role focuses on high-net-worth individuals, trusts, partnerships, and non-UK domiciled clients, with a path from compliance into advisory work.

The successful candidate will manage personal tax returns, liaise with HMRC, and support advisory matters within a collaborative team of over 55 professionals across UK offices.

Qualifications

• Experience managing day-to-day compliance for a portfolio of private clients.
• Strong interpersonal and communication skills with client-facing experience.
• Excellent organisation and ability to meet deadlines under pressure.
• Good IT proficiency and familiarity with tax software.

Responsibilities

• Prepare personal tax returns and CGT computations for private clients.
• Respond to client queries and liaise with HMRC on matters.
• Support ad hoc advisory work related to client affairs.
• Ensure work is accurate, timely, and cost-effective.
• Collaborate with internal teams and intermediaries to gather information.

Skills

Client-facing communication

Organisational skills

Problem solving

IT skills

Education

CTA qualification in progress

A-levels or higher education

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

• 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-solve
• Strong 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]

This role is ideal for candidates with relevant experience in a UK accountancy practice. Unfortunately, we are unable to offer visa sponsorship for this position.

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