Personal Tax Assistant Manager - Bristol

Taxation; Bristol; Hybrid; GBP 80,000 - 100,000; Full time

Job summary

A professional services firm in Bristol seeks a Personal Tax Assistant Manager to handle personal tax matters for high-net-worth individuals and trusts. The role involves managing a client portfolio, reviewing tax returns, and providing clear tax advice. Ideal candidates will be ATT or CTA qualified, possess strong attention to detail, and have experience in a professional services environment. The position offers competitive compensation and a supportive, hybrid working model.

Benefits

Competitive salary and benefits package

Hybrid and flexible working options

Strong technical training

Clear progression path

Qualifications

• Experience in personal/private client tax within a professional services environment.
• Comfortable with HNW individuals and complex personal tax matters.
• Excellent communication skills both written and verbal.

Responsibilities

• Manage a portfolio of personal tax clients including HNW individuals and trusts.
• Review personal tax returns and ensure compliance with risk procedures.
• Act as a primary point of contact for providing tax advice.

Skills

Personal tax expertise

Attention to detail

Communication skills

Client relationship management

Proactive and organized

Education

ATT and/or CTA qualified

Job description

Personal Tax Assistant Manager – Bristol

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 – [e-mail] / DD: [phone] | Mobile: [phone]

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.

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