Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage a diverse portfolio of personal tax clients and provide expert tax advice.
- Company: A highly regarded professional services firm in Bristol with a supportive culture.
- Benefits: Competitive salary, hybrid working options, and strong career development support.
- Other info: Collaborative environment with clear progression paths and excellent training opportunities.
- Why this job: Join a dynamic team and work with high-quality private clients while advancing your career.
- Qualifications: ATT and/or CTA qualified or studying, with experience in personal tax.
The predicted salary is between 40000 - 50000 £ per year.
A highly regarded professional services firm in Bristol is looking to appoint a Personal Tax Assistant Manager to join its established and growing private client tax team. This role is ideal for an experienced personal tax professional who is ready to step up, take ownership of a client portfolio, and work with high-quality private clients in a supportive and technically strong environment.
The Role
Working closely with Managers, Senior Managers and Partners, you will play a key role in delivering personal tax services to a diverse and complex private client base. Key responsibilities include:
- Managing a portfolio of personal tax clients, including HNW individuals, non-domiciled clients, trusts and family groups
- Reviewing personal tax returns and complex tax computations
- Acting as a primary point of contact for clients, providing clear and practical tax advice
- Supporting advisory work across residency and domicile, inheritance tax planning, trusts and wealth structuring
- Handling HMRC enquiries and correspondence
- Ensuring compliance work is delivered accurately and in line with risk procedures
- Reviewing and supporting the work of junior team members
- Building strong, long-term client relationships and identifying advisory opportunities
The Ideal Candidate
- ATT and/or CTA qualified (or actively studying towards CTA)
- Strong experience in personal/private client tax within a professional services environment
- Experience dealing with HNW individuals, trusts and complex personal tax matters
- Confident reviewer with excellent attention to detail
- Strong written and verbal communication skills
- Proactive, organised and motivated to progress to Manager level
What’s on Offer
- Competitive salary and benefits package
- Hybrid and flexible working options
- Exposure to high-quality private client work
- Strong technical training and career development support
- Clear progression path within a respected private client team
- Supportive, collaborative and professional working environment
For further information on this role please contact David Elliot at Clark Wood – david@clark-wood.co.uk / DD: +44 (0) 117 329 1058 | Mobile: +44 (0) 7358 908463. This role is ideal for candidates with relevant experience in a UK accountancy practice. Unfortunately, we are unable to offer visa sponsorship for this position. If this specific vacancy is not quite what you are looking for, please contact us to investigate alternatives; you can send your CV to this job or contact us directly. Successfully 'Refer a Friend' or colleague to us and receive a bonus of over £500 in vouchers.
Personal Tax Assistant Manager - Bristol employer: Clark Wood - Tax Recruitment
Contact Detail:
Clark Wood - Tax Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Assistant Manager - Bristol
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Ace the Informational Interview
Set up informal chats with people working in personal tax roles. This is your chance to learn more about the field and make a great impression. We can help you prepare some questions to ask, so you come across as genuinely interested and engaged.
✨Showcase Your Skills
When you get the chance to meet potential employers, don’t hold back! Bring along examples of your work or case studies that highlight your expertise in personal tax. We want you to shine and show them why you’re the perfect fit for their team.
✨Apply Through Our Website
Don’t forget to apply directly through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we’re always on the lookout for talented individuals like you to join our growing team.
We think you need these skills to ace Personal Tax Assistant Manager - Bristol
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Personal Tax Assistant Manager role. Highlight your experience with HNW individuals and complex tax matters, as this will show us you’re the right fit for our team.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about personal tax and how your background makes you a great candidate. Don’t forget to mention your qualifications like ATT or CTA!
Showcase Your Communication Skills: Since this role involves acting as a primary point of contact for clients, make sure your written application demonstrates your strong communication skills. Clear and concise writing will impress us and show you can handle client interactions effectively.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates regarding your application status!
How to prepare for a job interview at Clark Wood - Tax Recruitment
✨Know Your Tax Stuff
Make sure you brush up on personal tax regulations, especially those relevant to high-net-worth individuals and trusts. Being able to discuss recent changes in tax law or specific cases will show your expertise and confidence.
✨Showcase Your Client Management Skills
Prepare examples of how you've successfully managed client relationships in the past. Highlight your ability to provide clear and practical tax advice, as well as how you've handled complex situations with clients.
✨Demonstrate Attention to Detail
Since this role involves reviewing tax returns and computations, be ready to discuss how you ensure accuracy in your work. Bring up any systems or processes you use to minimise errors and maintain compliance.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s approach to personal tax services and their client base. This shows your genuine interest in the role and helps you understand if it’s the right fit for you.