At a Glance
- Tasks: Manage a diverse private client tax portfolio and provide expert tax advice.
- Company: Leading firm in Central Bristol with a strong focus on private clients.
- Benefits: Flexible working, generous holiday, CTA study support, and a company bonus.
- Other info: Part-time options available and excellent career progression opportunities.
- Why this job: Join a dynamic team and make a real impact on high-net-worth clients.
- Qualifications: ATT Qualified &/or CTA PQ/Qualified with personal tax expertise.
The predicted salary is between 45000 - 55000 £ per year.
We have just been instructed on a fantastic Private Client Tax Associate or Senior Associate opportunity on behalf of our client in Central Bristol. Working with an impressive private client portfolio involving a mixture of compliance, tax planning, advisory and ad hoc project work. Clients can range from HNWIs, UHNWIs, Trusts, Landed Estates, Entrepreneurs, Non Domiciled and Non Residents including those with international affairs.
Excellent remuneration & benefits package, CTA study support, paid overtime TOIL option of WFH 3 days a week, lots of flexibility and a personal progression plan. Part time considered.
The Role:
- Assisting in managing a diverse private client tax portfolio
- Preparation/ review of personal tax compliance
- Tax planning
- Identifying tax planning opportunities
- Ad hoc tax advisory work
- Provision of advice in areas such as Capital Gains & Inheritance tax
- Supporting the successful delivery of ad hoc tax projects
- Mentoring junior staff
- Client meetings
- Building strong client relationships
You:
- ATT Qualified &/or CTA PQ/ Qualified
- Ideally experience of working with HNWIs
- Significant private client/ personal tax expertise
- Excellent communication skills
- UK Resident
Benefits include:
- Company bonus
- Hybrid arrangement (option of WFH 3 days a week)
- CTA study support (optional)
- Flexible Working (core hours 10am - 4pm)
- 25 Days Holiday
- Option to Buy/ Sell Holiday
- Good transport links (close to station)
- Generous Pension
- Cycle to work scheme
- Social events
If this vacancy doesn't tick the boxes, do get in touch to discuss alternatives, we are working on roles at all levels. Our client base consists of Top 20, Mid Tier, Regional and Independent firms across the UK & Ireland.
Private Client Tax Senior Associate in Bristol employer: Taylor Rose Recruitment Ltd
Join a leading firm in Central Bristol that offers an exceptional work environment for Private Client Tax professionals. With a strong focus on employee growth, flexible working arrangements, and a comprehensive benefits package including CTA study support and generous holiday options, this company prioritises your career development while ensuring a healthy work-life balance. Experience the satisfaction of working with a diverse portfolio of high-net-worth clients in a supportive and dynamic team culture.
Contact Details:
Taylor Rose Recruitment Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Senior Associate in 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. Building relationships can open doors to opportunities that aren’t even advertised.
✨Ace the Interview
Prepare for your interviews by researching the company and practising common interview questions. We recommend using the STAR method (Situation, Task, Action, Result) to structure your answers. Show them you’re not just qualified but also genuinely interested in their work!
✨Follow Up
After an interview, send a quick thank-you email to express your appreciation for the opportunity. It’s a simple gesture that can leave a lasting impression and shows your enthusiasm for the role. Plus, it keeps you on their radar!
✨Apply Through Our Website
Don’t forget to check out our website for the latest job openings! Applying directly through us can sometimes give you an edge, as we have strong connections with employers. Let’s get you that Private Client Tax Senior Associate role!
We think you need these skills to ace Private Client Tax Senior Associate in Bristol
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Private Client Tax Senior Associate role. Highlight your expertise in personal tax compliance and any experience with HNWIs to catch our eye!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role, mentioning specific projects or achievements that relate to tax planning and advisory work.
Show Off Your Communication Skills:Since excellent communication is key in this role, make sure your application showcases your ability to build strong client relationships. Use clear and concise language throughout your application.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates!
How to prepare for a job interview at Taylor Rose Recruitment Ltd
✨Know Your Tax Stuff
Make sure you brush up on your knowledge of personal tax compliance, capital gains, and inheritance tax. Be ready to discuss specific cases or scenarios where you've successfully navigated complex tax issues, especially with high-net-worth individuals.
✨Showcase Your Client Relationship Skills
Since building strong client relationships is key, prepare examples of how you've effectively communicated and managed client expectations in the past. Think about times when you’ve gone above and beyond for a client and be ready to share those stories.
✨Be Ready for Technical Questions
Expect some technical questions during the interview. Practice explaining tax planning strategies and identifying opportunities clearly and concisely. This will demonstrate your expertise and ability to convey complex information simply.
✨Highlight Your Mentoring Experience
If you've had experience mentoring junior staff, make sure to highlight this. Discuss how you’ve supported their development and contributed to team success. This shows that you’re not just a tax expert but also a team player who values collaboration.
