Tax Senior – Private Wealth – Bristol – 3+ Years PQE

Overview

In this role you will manage a diverse personal tax portfolio within a respected Private Wealth team. You will prepare partners’ self-assessment tax returns, ensure tax compliance, and liaise with internal and external stakeholders. You’ll supervise two Tax Apprentices and contribute to a collaborative culture, with hybrid and flexible working options. This is a key, impactful position in a stable firm focused on long-term development and well-being.

Pay / Benefits

• hybrid working
• part-time options
• wellbeing initiatives
• diverse and inclusive environment
• long-term career development

Responsibilities

• Manage a varied personal tax portfolio
• Prepare partners’ self-assessment tax returns
• Arrange payment of tax liabilities and liaise with stakeholders
• Ensure compliance with personal tax legislation
• Provide ad hoc personal tax advice
• Supervise and support two Tax Apprentices
• Contribute to a collaborative team culture

Key requirements

• Minimum 3 years’ experience in a personal tax environment
• Strong proficiency in MS Outlook, Word and Excel
• Experience preparing partners’ self assessment tax returns
• Desirable: experience with trusts, Inheritance Tax, and CCH tax software
• Excellent communication and interpersonal skills
• High attention to detail and accuracy
• Proactive, organized and motivated approach

• Excellent communication
• Attention to detail
• Proactive and organized
• MS Outlook
• MS Word
• MS Excel

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