Tax Senior - Private Wealth - Bristol - 3+ Years PQE

Chadwick Nott; Bristol; On-site; GBP 50,000 - 65,000; Full time

Benefits offered by this job

Supportive culture

Hybrid working

Career development opportunities

Inclusive environment

Wellbeing initiatives

Job summary

A professional services firm in Bristol is seeking a Tax Senior with at least 3 years of experience in personal tax. This pivotal role includes managing a portfolio of tax work, preparing self-assessment tax returns, and ensuring compliance with tax laws. Ideal candidates will possess strong skills in MS Office and communication. The firm promotes a supportive, hybrid working environment that champions diversity and offers opportunities for career development.

Qualifications

• Minimum 3 years' experience in a personal tax environment.
• Experience preparing Partners' self assessment tax returns.
• Desirable experience with Trusts and Inheritance Tax.

Responsibilities

• Manage a varied portfolio of personal tax work.
• Prepare Partners' self assessment tax returns.
• Ensure compliance with personal tax legislation.
• Provide advice on personal tax queries throughout the year.
• Supervise and support two Tax Apprentices.

Skills

Personal tax experience

MS Outlook proficiency

MS Word proficiency

MS Excel proficiency

Communication skills

Attention to detail

Organizational skills

Tools

CCH tax software

Job description

Overview

Tax Senior - Private Wealth - Bristol - 3+ Years PQE
Location: Bristol
Type of Role: Permanent, Full-time or Part-time (hybrid working available)
Salary: £50,000 to £65,000 (depending on experience)

A well established professional services firm is seeking a Tax Senior with a minimum of 3 years' experience in personal tax to join its respected Private Wealth team in Bristol. This is an excellent opportunity to take on a key role preparing Partners' self assessment tax returns within a collaborative and long standing Tax & Trust Accounting team.

The Role

You'll be responsible for managing a varied portfolio of personal tax work, including:

• Preparing Partners' self assessment tax returns
• Arranging payment of tax liabilities and liaising with internal and external stakeholders
• Ensuring compliance with all relevant personal tax legislation
• Providing ad hoc advice on personal tax queries throughout the year
• Supervising and supporting two Tax Apprentices
• Contributing to a supportive and collaborative team culture

Candidate Requirements

This role is suited to an experienced tax professional with:

• Minimum 3 years' experience in a personal tax environment
• Strong proficiency in MS Outlook, Word and Excel
• Experience preparing partners' self assessment tax returns
• (Desirable) Experience with trusts, Inheritance Tax, and CCH tax software
• Excellent communication and interpersonal skills
• High attention to detail and accuracy
• A proactive, organised and motivated approach

Benefits

The firm offers:

• A supportive, people focused culture with strong wellbeing initiatives
• Hybrid working (typically 3 days office / 2 days home, with flexibility)
• Opportunities for part time working
• A diverse and inclusive environment supported by active colleague networks
• Long term career development within a stable and collaborative team

The firm is committed to inclusive recruitment. Adjustments can be made to support candidates with disabilities or long term conditions, and applicants who meet the minimum criteria may opt into the guaranteed interview scheme.

How to Apply

If this opportunity sounds of interest or you\'d like a confidential conversation about your next career move, please contact:

Olivia Reed

Email: [e-mail]

Phone: [phone]

The firm is an equal opportunities employer and welcomes applications from all qualified candidates.

*At Chadwick Nott, we are committed to developing a diverse and inclusive culture as well as supporting our large client network achieve the same. We are an equal opportunities employer and encourage applications of all qualified candidates regardless of their age, sex, race, disability, sexual orientation, disability, culture or anything other personal characteristic. We champion and celebrate diversity in the workplace. Where a level of experience is indicated, please note that this is only a guideline.*