Private Client Tax Associate

Private Client Tax Associate

Full-Time No working from home possible
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My client, a leading UK law firm, is seeking a Tax Associate to join its Private Wealth team in Bristol. This is an excellent opportunity for a personal tax professional looking to take the next step in a collaborative, multidisciplinary environment.

About the Role

You will be responsible for preparing personal tax returns for high-net-worth clients and partners, ensuring compliance with relevant tax regulations, and supporting tax payment processes. The role involves working closely with internal teams and external stakeholders, with oversight from senior colleagues. You will also provide ad hoc advice on personal tax matters throughout the year.

Responsibilities

  • Preparing personal tax returns for high-net-worth clients and partners
  • Ensuring compliance with relevant tax regulations
  • Supporting tax payment processes
  • Working closely with internal teams and external stakeholders
  • Providing ad hoc advice on personal tax matters throughout the year

Qualifications

  • Minimum 3 years’ experience in personal tax

Required Skills

  • Strong proficiency in Microsoft Office (Outlook, Word, Excel)
  • Experience preparing self‑assessment tax returns (ideally for partners or similar profiles)

Preferred Skills

  • Exposure to trusts and inheritance tax
  • Familiarity with tax software (e.g. CCH)

Pay range and compensation package: £35,000pa - £39,000pa (DOE)

Hybrid model: typically 3 days in-office, 2 from home. Flexible working options available, including part-time arrangements.

Equal Opportunity Statement

Varied and engaging workload with early responsibility. Supportive and collaborative team culture. Clear and flexible career progression pathway.

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Private Client Tax Associate employer: PBR Executive Search Ltd

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Contact Details:

PBR Executive Search Ltd Recruitment Team