Private Client Tax Senior

Clark Wood; Bristol; On-site; GBP 45,000 - 60,000; Full time

Job summary

An independent accountancy practice in Bristol is seeking an experienced Private Client Tax Senior to provide expert tax advice for high-net-worth individuals and families. The role involves advising on complex Trusts, Estates, and international tax issues while collaborating with teams for integrated solutions. Join a supportive environment with ample opportunities for professional growth and development.

Benefits

Collaborative work environment

Career development opportunities

Qualifications

• Strong experience in private client tax, especially working with high-net-worth individuals.
• Excellent technical knowledge with practical application.
• Ambition for professional development in a growing practice.

Responsibilities

• Deliver high-quality tax advice to private clients.
• Advise on complex Trusts, Estates, and international tax matters.
• Collaborate with other teams for integrated client solutions.
• Mentor junior team members.

Skills

Private client tax experience

Strong communication skills

Relationship-building

Commercially minded approach

Job description

Clark Wood is seeking an experienced Private Client Tax Senior to join a dynamic, independent accountancy practice in Bristol.

The firm provides tailored tax services to individuals, families, and business owners, including high-net-worth clients, startup founders, landlords, and internationally mobile individuals. The role offers the chance to work on complex Trusts, Estates, Partnerships, and international tax matters while building lasting client relationships.

Key Responsibilities:

Deliver high-quality private client tax advice for individuals, families, and business owners.

Advise on Trusts, Estates, Partnerships, and international tax issues.

Collaborate with accounts and corporation tax teams to provide integrated client solutions.

Liaise with lawyers, investment managers, and other advisors for holistic client service.

Mentor and support junior team members.

Requirements:

Strong experience in private client tax, including high-net-worth individuals.

Excellent technical knowledge with a practical, commercially minded approach.

Strong communication and relationship-building skills.

Ambition to develop professionally and contribute to a growing practice.

What’s on Offer:

Collaborative, supportive, and innovative work environment.

Opportunities for career development and professional growth.

Exposure to a diverse and rewarding client base.

Chance to make a real impact within a growing team.

For further details about this Personal Tax Senior opportunity in Hereford, please contact Hannah Dolan at Clark Wood: [e-mail] / 07534 842108