Private Client Tax Associate - Bristol
Private Client Tax Associate - Bristol

Private Client Tax Associate - Bristol

Bristol Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Manage a portfolio of clients, providing tax compliance and advisory services.
  • Company: Leading personal tax services firm with a strong reputation in Bristol.
  • Benefits: Excellent training programme, career progression, and supportive work environment.
  • Why this job: Kickstart your career in tax with opportunities for rapid advancement and professional growth.
  • Qualifications: ATT qualified or equivalent experience; analytical skills and attention to detail are essential.
  • Other info: Inclusive workplace welcoming diverse applicants from all backgrounds.

The predicted salary is between 36000 - 60000 £ per year.

A 1st class provider in personal tax services is growing their Personal Tax team in Bristol and is now recruiting for a Personal Tax Associate. This mid-tier firm are experts in personal tax and are looking for a bright individual who is looking for future progression and to embark on the CTA qualification.

The last 5 years have been incredibly successful for this firm in terms of client acquisition, and they are the 1st choice throughout the South regarding tax advice for HNWIs, Sole Traders, Entrepreneurs and Non-domiciled individuals. With an excellent training programme in place to fast track Tax Managers to Tax Directors, there is genuine scope to carve out a highly profitable career in a short time frame.

As a Personal Tax Associate, you will be given a portfolio of clients and will provide compliance and advice in person on inheritance tax, capital gains tax, Trusts, and issues affecting non-domiciled residents. This is a part compliance/advisory role; therefore, you will be required to uphold the company's impressive standards and continue to offer good analytical skills and attention to detail.

To be considered for the role, you will ideally be ATT qualified, but those part qualified or qualified by experience will be considered.

As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.

Private Client Tax Associate - Bristol employer: Pro-Tax Recruitment

As a leading provider of personal tax services in Bristol, our firm offers an exceptional work environment that prioritises employee growth and development. With a robust training programme designed to fast track your career from Tax Manager to Tax Director, you will have the opportunity to work with a diverse portfolio of high-net-worth clients while enjoying a supportive and inclusive culture that values unique perspectives. Join us to embark on a rewarding journey in personal tax, where your contributions are recognised and your professional aspirations can flourish.
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Contact Detail:

Pro-Tax Recruitment Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Private Client Tax Associate - Bristol

✨Tip Number 1

Network like a pro! Get out there and connect with people in the tax industry. Attend events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that Personal Tax Associate role.

✨Tip Number 2

Practice your interview skills! Mock interviews can be a game changer. Grab a mate or use online resources to simulate the interview experience. This will help you feel more confident when it’s time to shine in front of potential employers.

✨Tip Number 3

Show off your passion for personal tax! When you get the chance to chat with recruiters or during interviews, make sure to highlight why you love this field. Your enthusiasm can set you apart from other candidates.

✨Tip Number 4

Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you. Plus, applying directly can sometimes give you an edge over others who are just sending their CVs everywhere.

We think you need these skills to ace Private Client Tax Associate - Bristol

Personal Tax Compliance
Inheritance Tax Knowledge
Capital Gains Tax Knowledge
Trusts Advisory
Client Portfolio Management
Analytical Skills
Attention to Detail
Communication Skills
CTA Qualification Support
Problem-Solving Skills
Advisory Skills
Regulatory Knowledge
Time Management
Team Collaboration

Some tips for your application 🫡

Tailor Your CV: Make sure your CV reflects the skills and experiences that are relevant to the Personal Tax Associate role. Highlight any experience with personal tax, compliance, or advisory work, and don’t forget to mention your qualifications like ATT if you have them!

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 you can contribute to our team. Be sure to mention your career aspirations, especially if you're keen on pursuing the CTA qualification.

Showcase Your Analytical Skills: Since this role requires strong analytical skills and attention to detail, make sure to provide examples in your application that demonstrate these abilities. Whether it's a project you worked on or a problem you solved, let us see your thought process!

Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it shows you’re serious about joining our team!

How to prepare for a job interview at Pro-Tax Recruitment

✨Know Your Tax Stuff

Brush up on your knowledge of inheritance tax, capital gains tax, and trusts. Being able to discuss these topics confidently will show that you're serious about the role and understand the key areas you'll be working in.

✨Show Your Analytical Skills

Prepare examples from your past experiences where you've demonstrated strong analytical skills and attention to detail. This is crucial for a Personal Tax Associate, so having specific instances ready will help you stand out.

✨Understand the Firm's Values

Research the firm’s approach to client service and their impressive standards. Be ready to discuss how your values align with theirs and how you can contribute to maintaining their reputation in personal tax services.

✨Ask Thoughtful Questions

Prepare insightful questions about the firm's training programme and career progression opportunities. This shows your enthusiasm for growth and helps you gauge if the firm is the right fit for you.

Private Client Tax Associate - Bristol
Pro-Tax Recruitment

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