Tax Senior – Private Wealth – Bristol – 3+ Years PQE
Location: Bristol
Type of Role: Permanent, Full-time or Part-time (hybrid working available)
Salary: £50,000 to £65,000 (depending on experience)

A well established professional services firm is seeking a Tax Senior with a minimum of 3 years’ experience in personal tax to join its respected Private Wealth team in Bristol. This is an excellent opportunity to take on a key role preparing Partners’ self assessment tax returns within a collaborative and long standing Tax & Trust Accounting team.

The Role
You’ll be responsible for managing a varied portfolio of personal tax work, including:

• Preparing Partners’ self assessment tax returns
• Arranging payment of tax liabilities and liaising with internal and external stakeholders
• Ensuring compliance with all relevant personal tax legislation
• Providing ad hoc advice on personal tax queries throughout the year
• Supervising and supporting two Tax Apprentices
• Contributing to a supportive and collaborative team culture

Candidate Requirements
This role is suited to an experienced tax professional with:

• 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
• A proactive, organised and motivated approach

Benefits
The firm offers:

• A supportive, people focused culture with strong wellbeing initiatives
• Hybrid working (typically 3 days office / 2 days home, with flexibility)
• Opportunities for part time working
• A diverse and inclusive environment supported by active colleague networks
• Long term career development within a stable and collaborative team

The firm is committed to inclusive recruitment. Adjustments can be made to support candidates with disabilities or long term conditions, and applicants who meet the minimum criteria may opt into the guaranteed interview scheme.

How to Apply

If this opportunity sounds of interest or you’d like a confidential conversation about your next career move, please contact:

Olivia Reed
Email: oliviareed@chadwicknott.co.uk
Phone: 0117 917 1515 / 07711 799761

The firm is an equal opportunities employer and welcomes applications from all qualified candidates.