Description
We are delighted to bring to market a genuinely exciting opportunity for an experienced tax professional to join a leading firm of Chartered Accountants in Bristol, who are looking to recruit an accomplished Private Client Tax Senior into their established and highly regarded team. This is a role that offers real variety, genuine progression, and a firm that places its people at the heart of everything it does, offering flexible working, a company pension, and much more!
Crowe Watson Recruitment is a specialist accountancy recruiter with an exceptional reputation for connecting talented professionals with leading firms across the UK. With a dedicated team of consultants who truly understand the nuances of the tax profession, Crowe Watson provides a recruitment experience that is personal, knowledgeable, and genuinely supportive from start to finish. If you are considering your next career move, you could not be in better hands.
Based in Bristol, one of the UK’s most dynamic and fast-growing professional services markets, this is a fantastic opportunity to develop your private client tax career within a firm that has an enviable reputation and a loyal, high-quality client base. You will manage a varied portfolio of private clients, including high-net-worth individuals, trusts, and estates, delivering both compliance and advisory services to an exceptionally high standard. With a clear pathway for progression and a culture that champions professional development, this role represents a superb platform for any ambitious tax professional looking to make their mark. You might not meet all the criteria, but if you are passionate about developing yourself and your career, we’d love to hear from you.
Crowe Watson is acting as an Employment Agency. References to pay rates are indicative and salary is dependent on experience.
Key Responsibilities
Managing a portfolio of private clients
Preparing and reviewing self-assessment tax returns and associated compliance work
Providing tax planning advice
Building and maintaining strong client relationships as a trusted point of contact
Supporting and mentoring junior members of the tax team
Liaising with HMRC on behalf of clients regarding enquiries and correspondence
Requirements
ATT/CTA/ACA/ACCA qualified, or part qualified with a strong private client tax background
At least three years' experience working within a UK Practice environment
Proven experience managing a portfolio of private clients with confidence and technical accuracy
Solid technical knowledge across personal tax, capital gains tax, and inheritance tax
Strong communication skills with a confident and professional client-facing manner
Highly organised with the ability to manage competing deadlines effectively
Crowe Watson Recruitment is a specialist accountancy recruiter with an exceptional reputation for connecting talented professionals with leading firms across the UK. With a dedicated team of consultants who truly understand the nuances of the tax profession, Crowe Watson provides a recruitment experience that is personal, knowledgeable, and genuinely supportive from start to finish. If you are considering your next career move, you could not be in better hands.
Based in Bristol, one of the UK’s most dynamic and fast-growing professional services markets, this is a fantastic opportunity to develop your private client tax career within a firm that has an enviable reputation and a loyal, high-quality client base. You will manage a varied portfolio of private clients, including high-net-worth individuals, trusts, and estates, delivering both compliance and advisory services to an exceptionally high standard. With a clear pathway for progression and a culture that champions professional development, this role represents a superb platform for any ambitious tax professional looking to make their mark. You might not meet all the criteria, but if you are passionate about developing yourself and your career, we’d love to hear from you.
Crowe Watson is acting as an Employment Agency. References to pay rates are indicative and salary is dependent on experience.
Key Responsibilities
Managing a portfolio of private clients
Preparing and reviewing self-assessment tax returns and associated compliance work
Providing tax planning advice
Building and maintaining strong client relationships as a trusted point of contact
Supporting and mentoring junior members of the tax team
Liaising with HMRC on behalf of clients regarding enquiries and correspondence
Requirements
ATT/CTA/ACA/ACCA qualified, or part qualified with a strong private client tax background
At least three years' experience working within a UK Practice environment
Proven experience managing a portfolio of private clients with confidence and technical accuracy
Solid technical knowledge across personal tax, capital gains tax, and inheritance tax
Strong communication skills with a confident and professional client-facing manner
Highly organised with the ability to manage competing deadlines effectively