At a Glance
- Tasks: Lead private client tax advisory for High Net Worth individuals and deliver complex advisory work.
- Company: Well-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 on clients' financial success.
- Qualifications: ACA/CTA qualified with significant experience in private client tax.
The predicted salary is between 78000 - 122000 £ 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 will 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: Pro-Finance
Join a prestigious accountancy and business advisory firm in the South West, where a supportive and collaborative culture fosters professional growth and work-life balance. With over 120 years of heritage, this firm offers flexible working options, competitive salaries, and a commitment to employee wellbeing, making it an excellent choice for those seeking a meaningful career in private client tax.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Director in Bristol
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, or even reach out to former colleagues. You never know who might have a lead on that perfect Private Client Tax Director role.
✨Tip Number 2
Showcase your expertise! When you get the chance to chat with potential employers, make sure to highlight your experience with high net worth clients and your technical knowledge. This is your time to shine and demonstrate why you're the best fit for the job.
✨Tip Number 3
Prepare for interviews by researching the firm’s culture and values. Since this company values collaboration and professional development, think of examples from your past that show how you embody these traits. It’ll help you stand out as a candidate who fits right in!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us. Let’s get you that Private Client Tax Director position!
We think you need these skills to ace Private Client Tax Director in Bristol
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Private Client Tax Director role. Highlight your ACA/CTA qualifications and relevant experience in private client tax, especially with high net worth individuals. 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 showcase your passion for tax advisory and compliance, and how you can contribute to our supportive and collaborative culture. Let us know why you’re excited about this opportunity!
Showcase Your Technical Knowledge:We’re keen on strong technical knowledge of UK private tax and wealth planning. In your application, don’t shy away from mentioning specific areas like IHT, CGT, and trusts. This will help us see your expertise right off the bat!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Pro-Finance
✨Know Your Stuff
Make sure you brush up on your technical knowledge of UK private tax and wealth planning. Be ready to discuss specific cases or scenarios where you've successfully advised high net worth clients, as this will show your expertise and confidence in the field.
✨Showcase Your Leadership Skills
Since the role involves mentoring junior team members, be prepared to share examples of how you've led teams or supported others in their development. Highlight any initiatives you've taken to foster a collaborative environment, as this aligns with the firm's culture.
✨Build Rapport
During the interview, focus on building a connection with your interviewers. Ask insightful questions about the firm’s approach to client relationships and express your enthusiasm for contributing to their long-term success. This will demonstrate your proactive attitude and commitment to client care.
✨Be Ready for Scenario Questions
Expect to face scenario-based questions that assess your problem-solving skills and ability to handle complex advisory work. Prepare by thinking through potential challenges you might encounter in the role and how you would address them, particularly around IHT, CGT, and trusts.
