We are seeking a recently qualified chartered accountant with some experience of personal tax, who is now looking to specialise in that area, to join a successful private client team based in the centre of Bath.

The private client department deals with the personal tax affairs of a wide range of individuals as well as trusts and estates.

In joining a team of private client specialists, you will gain a broad experience in many areas of personal tax as well as the opportunity for you to expand and develop your knowledge.  Some of the types of work you would be involved with include:

  • preparing personal tax returns for high-net-worth individuals, non-residents, landlords, business owners and many others.
  • preparing accounts for unincorporated businesses
  • preparing income from property accounts
  • providing planning advice to clients.
  • ensuring tax compliance
  • preparing inheritance tax forms
  • dealing with probate applications
  • preparing estate accounts


To provide this high quality service we need individuals who take pride in their work, want to build long lasting relationships with clients and who are interested in building their knowledge and expertise.  There is always something new to learn in tax!


The role is full time and is wholly office based, where you are best place to learn from your colleagues and gain valuable experience.


There will be the opportunity to study towards either the CTA and/or probate qualification for suitable candidates.


You will be joining a regional accountancy firm that enjoys a strong reputation for providing a quality service.  They want to help you reach your full potential, deliver the best possible service to clients and for you to enjoy working as part of a friendly and dedicated team.


Salary and benefits include:

  • A competitive salary with a performance based review every six months
  • free car parking
  • 33 days annual leave with opportunity to buy or sell up to five days holiday a year
  • Free death in service benefit of four times annual gross salary
  • Contributory pension scheme (the firm will contribute 3% of salary)
  • Health and Wellbeing Programme with Simply Health
  • Paid sick pay of normal basic salary for first 21 working days of absence in any 12 month period, and at half of normal basic salary for next 42 working days
  • Reimbursement of professional subscriptions