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- Tasks: Manage high-net-worth client portfolios and deliver expert tax advisory services.
- Company: Join a leading firm in Swindon with a flexible and hybrid working culture.
- Benefits: Competitive salary, benefits package, and opportunities for professional growth.
- Why this job: Make a real impact by advising clients on wealth planning and tax strategies.
- Qualifications: CTA-qualified with experience in high-net-worth tax advisory and team leadership.
- Other info: Dynamic role with a focus on mentoring and developing a high-performing team.
The predicted salary is between 60000 - 80000 £ per year.
Location: Swindon | Flexible/Hybrid Working
Salary: Competitive + Benefits
Job Type: Full-Time
We are seeking a Private Client Tax Partner in Swindon to manage a portfolio of high-net-worth clients, delivering personal tax advisory, trust and estate planning, and compliance services. You will provide strategic guidance, lead client relationships, and develop and mentor a team of tax professionals.
Key Responsibilities
- Advise HNW clients on personal tax, trusts, estate planning, and wealth structuring
- Oversee personal and trust tax compliance, ensuring timely and accurate submissions
- Lead business development and strengthen existing client relationships
- Mentor and develop the tax team, fostering a collaborative and high-performing culture
- Keep abreast of UK tax legislation changes and provide proactive advice to clients
About You
- CTA-qualified with extensive experience advising HNW clients
- Deep knowledge of IHT, CGT, trusts, residence & domicile, and family investment companies
- Strong leadership, team management, and mentoring experience
- Proven business development track record and excellent client relationship skills
- Commercially minded, proactive, and strategic in your approach
Apply: Contact Jack Wood at or call
Private Client Tax Partner – Swindon employer: Oscar Wood
Contact Detail:
Oscar Wood Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Partner – Swindon
✨Tip Number 1
Network like a pro! Attend industry events, webinars, and local meet-ups to connect with potential employers and other professionals. Remember, it’s all about who you know, so don’t be shy!
✨Tip Number 2
Showcase your expertise! Create a personal brand online by sharing insights on tax advisory and wealth planning on platforms like LinkedIn. This will help you stand out and attract the right opportunities.
✨Tip Number 3
Prepare for interviews by researching the company and its clients. Tailor your responses to highlight your experience with HNW clients and your strategic approach to tax planning. Confidence is key!
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of exciting roles, and applying directly can give you an edge. Plus, it shows you’re genuinely interested in joining our team!
We think you need these skills to ace Private Client Tax Partner – Swindon
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Private Client Tax Partner role. Highlight your experience with HNW clients, tax advisory, and team management. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Share specific examples of your achievements in tax advisory and client relationship management that demonstrate your expertise.
Showcase Your Leadership Skills: Since this role involves mentoring and leading a team, make sure to highlight your leadership experience. We love seeing how you've developed others and fostered a collaborative culture in your previous roles.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Oscar Wood
✨Know Your Stuff
Make sure you brush up on the latest UK tax legislation, especially around IHT, CGT, and trusts. Being able to discuss recent changes and how they impact high-net-worth clients will show that you're proactive and knowledgeable.
✨Showcase Your Leadership Skills
Since this role involves mentoring a team, be ready to share examples of how you've successfully led and developed others in your previous roles. Highlight specific instances where your leadership made a difference.
✨Client Relationship Focus
Prepare to discuss your approach to building and maintaining client relationships. Think of examples where you've strengthened ties with clients or successfully navigated challenging situations to keep them satisfied.
✨Business Development Mindset
This role requires a strong business development track record. Be ready to talk about your strategies for attracting new clients and how you've contributed to growth in your previous positions. Show them you're not just about managing existing clients but also about expanding the portfolio.