Personal Tax Senior – Bristol

Howells Consulting Ltd; Bristol; Hybrid; GBP 35,000 - 45,000; Full time

Job summary

A leading Private Client firm in Bristol is seeking a personal tax adviser at Tax Senior grade. The role involves managing a portfolio of high net worth clients and handling their annual tax compliance. Candidates should have a CTA qualification and experience advising on personal taxes. The position offers a salary between £35,000 and £45,000, with opportunities for career progression and hybrid working options.

Benefits

Strong track-record of supporting and developing staff

Early responsibility

Agile working culture

Opportunity to progress to Manager and Senior Manager grades

Qualifications

• CTA qualification is a pre-requisite.
• Demonstrable experience advising HNWIs on income tax, CGT and IHT.
• Some knowledge of trusts would be helpful.
• Experience advising UK resident non-doms on residence, remittance and the SRT would be useful.

Responsibilities

• Take responsibility for a portfolio of private clients.
• Assist with ad hoc capital taxes planning.
• Maintain strong client-facing engagement.

Skills

Advising HNWIs on income tax

Client relationship management

Communication skills

Knowledge of capital taxes

Education

CTA qualification

Job description

Overview

Take your career to the next level with one of Bristol’s leading Private Client teams. They handle high quality private client tax work for new-money entrepreneurs, wealthy families, non doms and landed wealth. Our client maintains a high profile in the Private Client field and acts for an enviable client list of HNW and UHNW individuals. They are growing their team in Bristol and are keen to appoint an additional personal tax adviser at Tax Senior grade.

Responsibilities

• Take responsibility for a portfolio of private clients, managing key relationships and handling their annual personal tax compliance.
• Assist with ad hoc capital taxes planning as required.
• Maintain strong client-facing engagement, demonstrating excellent communication and client relationship management skills.

Qualifications and skills

• CTA qualification is a pre-requisite.
• Demonstrable experience advising HNWIs on income tax, CGT and IHT.
• Some knowledge of trusts would be helpful.
• Experience advising UK resident non-doms on residence, remittance and the SRT would be useful.

What we offer

• Strong track-record of supporting and developing staff
• Early responsibility and an agile working culture
• Opportunity to progress to Manager and Senior Manager grades
• Based in Bristol with hybrid working 2-3 days a week if desired

Salary and location

Salary dependent on experience but likely to be in the region £35,000 – £45,000. Ref 5096s