Tax Professional

2 months ago


Bristol, Bristol, United Kingdom Clark Wood Full time

Role Overview:

As a Personal Tax Semi Senior or Senior, you will manage your own portfolio of ultra-high net worth private clients. Your responsibilities will include the day-to-day administration of the portfolio, ensuring compliance across all aspects, and supporting planning projects. There will also be opportunities to participate in tax planning and advisory initiatives.

Key Responsibilities:

  • Manage a portfolio of high net worth private clients
  • Ensure compliance across all aspects of the portfolio
  • Support planning projects and participate in tax planning initiatives

Opportunity Highlights:

Join a highly skilled team and work closely with experienced professionals to deliver exceptional results. This role offers exposure to diverse and stimulating clients, providing direct interaction and opportunities for professional development.

Candidate Requirements:

Ideally ATT Qualified or Part Qualified with a solid foundation in personal tax experience.


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