At a Glance
- Tasks: Lead strategic tax planning for high-profile clients and manage key relationships.
- Company: One of Bristol’s top accountancy firms with a focus on private clients.
- Benefits: Competitive salary, flexible working, and a supportive work/life balance.
- Other info: Work from home 2-3 days a week and enjoy a meritocratic environment.
- Why this job: Make a real impact in a dynamic role with opportunities for growth.
- Qualifications: CTA qualification and strong experience in tax planning required.
The predicted salary is between 90000 - 100000 £ per year.
An opportunity to play a strategic role in the Private Client Tax team of one of Bristol’s leading accountancy firms.
Working with high profile Partners and assisted by an experienced team, you’ll undertake ad hoc income and capital taxes planning for an impressive private client base of HNW entrepreneurs, business owners and their families. You’ll be their key point of contact and advise on a range of issues from succession-planning and extraction of wealth, to trusts, property and transaction-related work.
The role requires excellent client relationship management skills and a strong technical grasp of IHT and CGT planning. You’ll need to be a confident communicator and also enjoy working with colleagues on networking and business development initiatives.
The role would suit a Director seeking a new challenge and the opportunity to really make a difference. Alternatively, an Associate Director with strong relevant experience, looking to make the step up to Director grade. The CTA qualification is a pre-requisite.
In return you’ll join a premier Private Client firm, offering a supportive environment that values work/life balance. Scope exists to work from home 2-3 days a week and flexible hours can be accommodated. You’ll also have the opportunity to really stretch yourself in what is a genuine meritocracy.
Salary dependent on experience but likely to be in the region £90k-£100k + bens + bonus. Ref 5258
Personal Tax Director – Bristol employer: Howells Consulting Ltd
Join a prestigious private family office in central London, where you can escape the pressures of traditional billing and focus on providing exceptional trusts advice to a multi-generational family. With a strong emphasis on work/life balance, hybrid working options, and a supportive team culture, this role offers not only competitive salary and benefits but also unique opportunities for professional growth in a rare and rewarding environment.
