Based in Bristol, one of the UK’s most dynamic and fast-growing professional services markets, this is a fantastic opportunity to develop your private client tax career within a firm that has an enviable reputation and a loyal, high-quality client base. You will manage a varied portfolio of private clients, including high-net-worth individuals, trusts, and estates, delivering both compliance and advisory services to an exceptionally high standard. With a clear pathway for progression and a culture that champions professional development, this role represents a superb platform for any ambitious tax professional looking to make their mark. You might not meet all the criteria, but if you are passionate about developing yourself and your career, we’d love to hear from you.
Key Responsibilities
- Managing a portfolio of private clients
- Preparing and reviewing self-assessment tax returns and associated compliance work
- Providing tax planning advice
- Building and maintaining strong client relationships as a trusted point of contact
- Supporting and mentoring junior members of the tax team
- Liaising with HMRC on behalf of clients regarding enquiries and correspondence
Requirements
- ATT/CTA/ACA/ACCA qualified, or part qualified with a strong private client tax background
- At least three years’ experience working within a UK Practice environment
- Proven experience managing a portfolio of private clients with confidence and technical accuracy
- Solid technical knowledge across personal tax, capital gains tax, and inheritance tax
- Strong communication skills with a confident and professional client-facing manner
- Highly organised with the ability to manage competing deadlines effectively
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