Clark Wood
Private Client Tax Associate / Senior Associate - Bristol
Clark Wood, Bristol, Virginia, United States, 24202
Private Client Tax Associate / Senior Associate - Bristol
Location:
Bristol
Sector:
Tax Compliance, Personal Tax, Private Client Tax
Contract Type:
Permanent
Salary:
Competitive
Contact:
David Elliot
Contact email:
david@clark-wood.co.uk
Contact phone:
+44 (0) 1173 291051
My client is a well-regarded professional services firm with a strong focus on private client tax. They are seeking a
Private Client Tax Associate / Senior Associate
to join their growing Tax Services Group South, supporting a diverse portfolio of
high-net-worth individuals, trusts, partnerships, and non-UK domiciliaries .
Role You will be responsible for managing a portfolio of private clients and delivering high-quality compliance and advisory services, including:
Preparing personal tax returns and business/CGT computations
Responding to client queries and liaising with HM Revenue & Customs on client matters
Supporting ad‑hoc advisory work connected to client affairs
Ensuring work is accurate, timely, and delivered in a cost‑effective manner
Collaborating with other internal departments and client intermediaries to gather required information
Ideal Candidate
CTA qualified or actively studying towards CTA
Experience managing day-to-day compliance for a portfolio of private clients
Strong organisational skills with the ability to meet deadlines under pressure
Excellent interpersonal and communication skills, confident in client‑facing interactions
Self‑motivated, flexible, and able to use initiative to problem‑solve
Strong IT skills
Educated to at least A‑level standard; graduate‑level education preferred
Benefits
35‑hour working week with hybrid working (up to three days from home; core hours 10:00–16:00)
Competitive benefits package including pension, life assurance, 25 days annual leave, and flexible family‑friendly policies
Eligibility for the firm’s profit‑sharing plan, paid annually in December
Opportunity to work on diverse and complex private client portfolios
Supportive, collaborative, and professional team environment
Culture & Values My client is committed to
equality, diversity, and inclusion , fostering an environment where all individuals are valued and encouraged to reach their full potential. The firm values technical excellence, integrity, enthusiasm, and collegiality, providing a workplace where professionals can thrive while delivering outstanding client service.
You can contact David Elliot at david@clark-wood.co.uk or call +44 (0) 1173 291051 for further information. Visa sponsorship is not available for this position.
#J-18808-Ljbffr
Location:
Bristol
Sector:
Tax Compliance, Personal Tax, Private Client Tax
Contract Type:
Permanent
Salary:
Competitive
Contact:
David Elliot
Contact email:
david@clark-wood.co.uk
Contact phone:
+44 (0) 1173 291051
My client is a well-regarded professional services firm with a strong focus on private client tax. They are seeking a
Private Client Tax Associate / Senior Associate
to join their growing Tax Services Group South, supporting a diverse portfolio of
high-net-worth individuals, trusts, partnerships, and non-UK domiciliaries .
Role You will be responsible for managing a portfolio of private clients and delivering high-quality compliance and advisory services, including:
Preparing personal tax returns and business/CGT computations
Responding to client queries and liaising with HM Revenue & Customs on client matters
Supporting ad‑hoc advisory work connected to client affairs
Ensuring work is accurate, timely, and delivered in a cost‑effective manner
Collaborating with other internal departments and client intermediaries to gather required information
Ideal Candidate
CTA qualified or actively studying towards CTA
Experience managing day-to-day compliance for a portfolio of private clients
Strong organisational skills with the ability to meet deadlines under pressure
Excellent interpersonal and communication skills, confident in client‑facing interactions
Self‑motivated, flexible, and able to use initiative to problem‑solve
Strong IT skills
Educated to at least A‑level standard; graduate‑level education preferred
Benefits
35‑hour working week with hybrid working (up to three days from home; core hours 10:00–16:00)
Competitive benefits package including pension, life assurance, 25 days annual leave, and flexible family‑friendly policies
Eligibility for the firm’s profit‑sharing plan, paid annually in December
Opportunity to work on diverse and complex private client portfolios
Supportive, collaborative, and professional team environment
Culture & Values My client is committed to
equality, diversity, and inclusion , fostering an environment where all individuals are valued and encouraged to reach their full potential. The firm values technical excellence, integrity, enthusiasm, and collegiality, providing a workplace where professionals can thrive while delivering outstanding client service.
You can contact David Elliot at david@clark-wood.co.uk or call +44 (0) 1173 291051 for further information. Visa sponsorship is not available for this position.
#J-18808-Ljbffr