£50000 - £60000 per annum
About the Role
This role is for a Tax Consultant based in Bristol, offering a full‑time, permanent position with a salary of £50,000 to £60,000 per annum. The position involves managing a private client portfolio, focusing on personal tax compliance and advisory services. Key responsibilities include preparing and reviewing personal tax returns, advising on income tax matters, and handling more complex technical work. The working pattern is Monday to Friday, 9:00am to 5:30pm. Candidates should possess strong technical skills in private client taxation and experience with portfolio management. This role suits a professional seeking to develop client relationships within a supportive, established team.
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.
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