Private Client Tax Senior Associate

We 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.