Private Client Tax Consultant / Senior
Central Bristol
£50,000 plus DOE
Full‑time | Monday to Friday, 9:00am – 5:30pm
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
If you are interested in this opportunity, please click APPLY