At a Glance
- Tasks: Lead tax advisory for high net worth clients and mentor junior team members.
- Company: Established accountancy firm with a progressive approach and strong heritage.
- Benefits: Flexible working, competitive salary, private medical insurance, and enhanced family leave.
- Other info: Diverse and inclusive workplace committed to professional development.
- Why this job: Join a supportive team and make a real impact in private client tax.
- Qualifications: ACA/CTA qualified with significant experience in private client tax.
The predicted salary is between 54000 - 66000 £ per year.
This is an exciting opportunity to join a well-established and highly regarded accountancy and business advisory firm in the South West, with a heritage spanning over 120 years. The firm combines traditional values with a progressive, forward-thinking approach and is known for delivering high-quality advice to a diverse client base.
A supportive, collaborative culture sits at the heart of the business, with a strong emphasis on professional development, flexibility, and work-life balance. You'll be joining a team that values expertise, initiative, and long-term client relationships.
The role can be based from offices across the South West, including Bristol, Swindon, Bath, Chippenham, Cirencester, Trowbridge and Taunton.
What's great about this Private Client Tax Director role?
- Flexible and hybrid working options
- Competitive salary with performance review
- Private medical insurance and wellbeing support
- Enhanced family leave, pension, and life assurance
- Additional benefits including volunteer leave and cycle-to-work scheme
Your role as a Private Client Tax Director:
- Lead private client tax advisory and compliance for High Net Worth individuals.
- Deliver complex advisory work across IHT, CGT, trusts, residence and domicile.
- Build strong, long-term client relationships.
- Identify advisory and business development opportunities.
- Review work and support development of junior team members.
What you'll need to succeed:
- ACA/CTA qualified and significant experience in private client tax at senior level.
- Strong technical knowledge of UK private tax and wealth planning.
- Experience advising high net worth and entrepreneurial clients.
- Commercial, proactive, and confident managing client relationships.
- Comfortable mentoring and leading others.
What next:
I am looking for an ambitious Private Client Tax Director to join this growing team. Please get in touch for further details.
As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
Private Client Tax Director in Bristol employer: Jobiqo
Bromley Council is an exceptional employer, dedicated to fostering a supportive and inclusive work environment where employees can thrive. With a strong commitment to professional development, flexible working arrangements, and a generous benefits package, including a local government pension scheme and unique discounts, the Council prioritises employee well-being and career growth. Located in the vibrant Bromley Civic Centre, you will be part of a team that plays a crucial role in shaping the future of the borough while enjoying the balance of urban and suburban life.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Director in Bristol
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as Jobiqo, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace Private Client Tax Director in Bristol
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch Jobiqo's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at Jobiqo. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at Jobiqo!
How to prepare for a job interview at Jobiqo
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for Jobiqo.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within Jobiqo. It helps to show our commitment!
