Private Client Tax Associate / Senior Associate - Bristol

Clark Wood Limited; West of England; Hybrid; GBP 55,000 - 70,000; Full time

Benefits offered by this job

Hybrid work model (up to three days at

pension

Life assurance

25 days annual leave

Family-friendly policies

Job summary

Clark Wood Limited is seeking a Private Client Tax Associate / Senior Associate in Bristol to manage a portfolio of high-net-worth private clients. You will deliver compliance services and advisory work, ensuring accuracy and timeliness while liaising with HMRC where required.

The role requires CTA qualification or active CTA studies, strong organisational and IT skills, and excellent client-facing communication. Hybrid working and a supportive Tax Services Group South team await.

Qualifications

• 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

Responsibilities

• 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

Skills

CTA qualification

Portfolio management

Communication skills

IT skills

Organisational skills

Education

A-level standard

Graduate-level education preferred

Job description

Private Client Tax Associate / Senior Associate - Bristol

• Location

  Bristol

• Sector:

  Tax Compliance , Personal Tax , Private Client Tax

• Contract Type:

  Permanent

• Salary:

  Competitive

• Contact:

  David Elliot

• Contact email:

  [e-mail]

• Contact phone:

  [phone]

• Job ref:

  DE-18861

• Published:

  10 months ago

• Expiry date:

  2026-11-10

• Startdate:

  2025-12-18 00:00:00

• Consultant:

  David Elliot

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-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.