Personal Tax Assistant Manager - Bristol with ref.

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 – david@clark-wood.co.uk / DD: +44 (0) 117 329 1058 | Mobile: +44 (0) 7358 908463

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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