Personal Tax Assistant Manager - Bristol

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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