Private Client Tax Consultant / Senior
Central Bristol
Salary
£50,000 plus DOE
Hours
Full time Monday to Friday, 9:00am – 5:30pm
About the role
A professional services firm in central Bristol is seeking an experienced Private Client Tax professional to join its collaborative and established team. The role offers ownership of a varied private client portfolio with a strong focus on personal tax, alongside exposure to more complex advisory work. The environment is professional, supportive and well suited to someone looking to develop technically while building long‑term client relationships.
The Role
You will manage a portfolio of private clients, delivering high quality tax compliance and advisory services.
Key responsibilities include:
- Preparation and review of personal tax returns (primarily income tax)
- Advising on Capital Gains Tax and Inheritance Tax matters
- Involvement in trust and estate taxation, both compliance and advisory
- Identifying tax planning opportunities and providing clear, practical advice
- Liaising directly with clients as their trusted point of contact
- Working closely with colleagues across the wider practice
About You
Essential
- Experience in a private client / personal tax role
- Strong income tax compliance knowledge
- Confident dealing directly with clients
Desirable
- Exposure to CGT, IHT, and trusts & estates
- Experience advising owner‑managed individuals or high net worth clients
Salary & Details
- £50,000 plus DOE
- Monday to Friday, 9:00am – 5:30pm
- 6 month probationary period
Private Client Tax Consultant / Senior
Central Bristol
Salary
£50,000 plus DOE
Hours
Full time Monday to Friday, 9:00am – 5:30pm
About the role
A professional services firm in central Bristol is seeking an experienced Private Client Tax professional to join its collaborative and established team. The role offers ownership of a varied private client portfolio with a strong focus on personal tax, alongside exposure to more complex advisory work. The environment is professional, supportive and well suited to someone looking to develop technically while building long‑term client relationships.
The Role
You will manage a portfolio of private clients, delivering high quality tax compliance and advisory services.
Key responsibilities include:
- Preparation and review of personal tax returns (primarily income tax)
- Advising on Capital Gains Tax and Inheritance Tax matters
- Involvement in trust and estate taxation, both compliance and advisory
- Identifying tax planning opportunities and providing clear, practical advice
- Liaising directly with clients as their trusted point of contact
- Working closely with colleagues across the wider practice
About You
Essential
- Experience in a private client / personal tax role
- Strong income tax compliance knowledge
- Confident dealing directly with clients
Desirable
- Exposure to CGT, IHT, and trusts & estates
- Experience advising owner‑managed individuals or high net worth clients
Salary & Details
- £50,000 plus DOE
- Monday to Friday, 9:00am – 5:30pm
- 6 month probationary period
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