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: Hybrid work, competitive salary, generous holiday, and CTA study support.
- Other info: Flexible working hours 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, more information below:
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.
- ATT Qualified &/or CTA PQ/ Qualified
- Ideally experience of working with HNWIs
- Significant private client/ personal tax expertise
- Excellent communication skills
- UK Resident
- 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
- Part time considered
- 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
Join a leading firm in Central Bristol that offers an exceptional work environment for Private Client Tax professionals. With a strong focus on employee development, flexible working arrangements, and a comprehensive benefits package including CTA study support and generous holiday options, this company prioritises your growth and well-being. Experience a collaborative culture where you can build lasting client relationships while enjoying the perks of a hybrid work model and a supportive team atmosphere.
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. 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 already working in private client tax roles. This is a great way to learn more about the field and get insider tips. Plus, it shows your genuine interest and can lead to job opportunities down the line!
✨Show Off Your Skills
When you get the chance to meet potential employers, make sure to highlight your expertise in personal tax compliance and advisory work. Bring examples of how you've successfully managed client portfolios or identified tax planning opportunities. We want to see your skills in action!
✨Apply Through Our Website
Don’t forget to check out our website for the latest job openings! Applying directly through us not only gives you access to exclusive roles but also helps us match you with the perfect opportunity tailored to your skills and experience.
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
✨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, think of examples where you've successfully managed client expectations or resolved conflicts. Highlight your communication skills and how they’ve helped you in previous roles.
✨Prepare for Technical Questions
Expect some technical questions during the interview. Review common tax planning strategies and be prepared to discuss how you would identify opportunities for clients. This will show that you’re not just knowledgeable but also proactive.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready about the firm’s approach to tax advisory work or their client portfolio. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.
