Full job descriptionWe have just been instructed on a fantastic Private Client Tax Associate or Senior Associate opportunity on behalf of our client in Central Bristol.


Working with an impressive private client portfolio involving a mixture of compliance, tax planning, advisory and ad hoc project work.


Clients can range from HNWIs, UHNWIs, Trusts, Landed Estates, Entrepreneurs, Non Domiciled and Non Residents including those with international affairs.


Excellent remuneration & benefits package, CTA study support, paid overtime TOIL option of WFH 3 days a week, lots of flexibility and a personal progression plan.


Part time considered, more information below:


The Role:


Assisting in managing a diverse private client tax portfolio
Preparation/ review of personal tax compliance
Tax planning
Identifying tax planning opportunities
Ad hoc tax advisory work
Provision of advice in areas such as Capital Gains & Inheritance tax
Supporting the successful delivery of ad hoc tax projects
Mentoring junior staff
Clent meetings
Building strong client relationships.


You:


ATT Qualified &/or CTA PQ/ Qualified
Ideally experience of working with HNWIs
Significant private client/ personal tax expertise
Excellent communication skills
UK Resident


Benefits include:


Company bonus
Hybrid arrangement (option of WFH 3 days a week)
Flexible Working (core hours 10am - 4pm)
25 Days Holiday
Option to Buy/ Sell Holiday
Good transport links (close to station)
Generous Pension
Cycle to work scheme
Part time considered
Social events


If this vacancy doesn’t tick the boxes, do get in touch to discuss alternatives, we are working on roles at all levels. Our client base consists of Top 20, Mid Tier, Regional and Independent firms across the UK & Ireland.