Deloitte
Associate Director, Private Client Services
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Job Description
Connect to your Industry
Deloitte’s Private Client Services team in Bristol is seeking an experienced tax professional to advise its entrepreneurial and high net worth clients.
This role provides a great opportunity to build lasting client relationships while expanding your expertise across a diverse range of topics. You will work with a market-leading team advising dynamic clients, ranging from entrepreneurs and private business owners to family groups and high net worth individuals.
You will play a crucial part in growing our business and developing the team. This will involve having an integral role in targeting new clients, building relationships in the local market and team strategy.
Are you ready to make your mark?
Role and Responsibilities
- Owning and developing existing client relationships and cultivating new relationships.
- Collaborating directly with partners and directors on our largest and most complex clients.
- Playing a key role in business development initiatives, including client targeting, hosting and presenting at events and being active in your local market.
- Delivering high quality tax advice to your portfolio of entrepreneurial and high net worth clients.
- Managing and developing junior team members, fostering their professional and technical growth to enhance team capabilities.
- Collaborating with colleagues across different service lines to provide holistic solutions to our clients.
- Proactively advising our clients of significant upcoming tax changes. Guiding our clients through the ever-changing tax landscape and help clients to plan strategically.
Skills and Professional Experience
Successful candidates will possess:
- Experience in a practice firm
- Full ICAEW or CTA qualification (or equivalent)
- Strong written and verbal skills
- The ability to plan and prioritise their workload effectively to meet deadlines
- Proven ability to build and maintain strong client relationships
- A proactive approach to problem solving and willingness to take ownership of their work
- Ability to exercise an appropriate level of judgement and make sound decisions
- Drive and spirit to succeed and exceed our clients’ expectations
- Proven track record in identifying and winning new client engagements
- Strong understanding of the local private client market and key drivers
- Proven ability to host and present effectively at local events and webinars
- Dedication to their own personal development, and that of their wider team
- Business acumen and a strong commercial awareness
- The ability to adapt quickly to changing circumstances and respond effectively to client needs
- A good team player with the ability to build effective relationships at all levels
- A proven ability to build and maintain strong relationships with wider team and key stakeholders
- Experience of managing a team and working with colleagues of different levels
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About the Business
Innovation and tax consultancy may not seem to go together, but that’s exactly what you’ll find at Deloitte. We’re constantly seeking the new and working together to push the limits of what’s possible. Discover a new kind of tax career that you can make your own.
Our comprehensive range of services encompasses everything from the completion of tax returns (corporation tax self-assessment) to complex consultancy assignments and strategic tax planning. We advise on corporate and general tax, international M&A, stamp tax, cross-border transfer pricing, reorganisations and reconstructions, and competent authority negotiations.
Personal Independence
Regulation and controls are standard practice in our industry and Deloitte is no exception. These controls provide important legal protection for both you and the firm. We are subject to a number of audit regulations, one of which requires that certain colleagues abide by specific personal independence constraints (e.g., in relation to any financial interests and employment relationships). This can mean that you and your "Immediate Family Members" are not permitted to hold certain financial interests (shares, funds, bonds etc.) with audit clients of the firm, and also prohibitions on certain employment relationships (e.g., you are not permitted to hold a secondary employment role with SEC audit clients of the firm whilst being employed by the firm). The recruitment team will provide further detail as you progress through the recruitment process or you can contact the Independence team upon request.
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Working Environment
Become part of an innovative team of high-performing tax professionals with a great working culture. We foster a supportive and inclusive working environment where everyone’s contributions are valued. – Deloitte employee
Our Commitment to You
Making an impact is more than just what we do: it’s why we’re here. So we work hard to create an environment where you can experience a purpose you believe in, the freedom to be you, and the capacity to go further than ever before.
We want you. The true you. Your own strengths, perspective and personality. So we’re nurturing a culture where everyone belongs, feels supported and heard, and is empowered to make a valuable, personal contribution. You can be sure we’ll take your wellbeing seriously, too. Because it’s only when you’re comfortable and at your best that you can make the kind of impact you, and we, live for.
Your expertise is our capability, so we’ll make sure it never stops growing. Whether it’s from the complex work you do, or the people you collaborate with, you’ll learn every day. Through world-class development, you’ll gain invaluable technical and personal skills. Whatever your level, you’ll learn how to lead.
Connect to your next step
A career at Deloitte is an opportunity to develop in any direction you choose. Join us and you’ll experience a purpose you can believe in and an impact you can see. You’ll be free to bring your true self to work every day. And you’ll never stop growing, whatever your level.
Discover more reasons to connect with us, our people and purpose-driven culture at deloitte.co.uk/careers
Basic Information
- Location: Bristol
- Business Line: Tax & Legal
- Job Type: Permanent / FTC
- Date published: 10-Sep-2026
- Req #: 24105
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