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, medical insurance, and enhanced family leave.
- Other info: Diverse and inclusive workplace committed to professional development.
- Why this job: Join a collaborative 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 90000 - 110000 £ 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: Jenna.Johnson@pro-finance.co.uk / 07979027390.
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: Taxation
Join a prestigious accountancy and business advisory firm in Bristol, where a supportive and collaborative culture fosters professional growth and work-life balance. With over 120 years of heritage, the firm offers flexible working options, competitive salaries, and comprehensive benefits, making it an ideal environment for ambitious professionals seeking to excel in private client tax advisory.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Director in Bristol
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to current employees at firms you’re interested in. We all know that sometimes it’s not just what you know, but who you know!
✨Showcase Your Expertise
When you get the chance to chat with potential employers, make sure to highlight your experience with high net worth individuals and your technical knowledge of UK private tax. We want to see you shine, so prepare some examples of how you've successfully managed client relationships and delivered complex advisory work.
✨Be Proactive in Interviews
During interviews, don’t just wait for questions—ask insightful ones too! Show your interest in the firm’s culture and their approach to client relationships. We love candidates who are engaged and curious about how they can contribute to the team.
✨Apply Through Our Website
If you’re keen on this Private Client Tax Director role, make sure to apply through our website! It’s the best way to ensure your application gets the attention it deserves. Plus, we’re always looking for passionate individuals to join our collaborative culture.
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 explain why you're the perfect fit for our team. Mention your strong technical knowledge and your experience in managing client relationships. Let us know what excites you about this opportunity!
Showcase Your Achievements:Don’t just list your responsibilities; showcase your achievements! Whether it's successful advisory projects or mentoring junior team members, we want to see how you've made an impact in your previous roles. Numbers and specific examples can really help us understand your contributions.
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves. Plus, it’s super easy to do!
How to prepare for a job interview at Taxation
✨Know Your Stuff
Make sure you brush up on your technical knowledge of UK private tax and wealth planning. Be ready to discuss complex topics like IHT, CGT, and trusts, as well as how you've successfully navigated these in past roles.
✨Showcase Your Client Relationships
Prepare examples that highlight your experience with high net worth individuals and entrepreneurial clients. Discuss how you've built and maintained long-term relationships, as this is key for the role.
✨Demonstrate Leadership Skills
Since mentoring junior team members is part of the job, think of instances where you've led a team or supported others in their development. Share your approach to leadership and how it aligns with the firm's collaborative culture.
✨Be Proactive and Commercially Minded
Think about ways you've identified business development opportunities in the past. Show that you're not just reactive but can also bring new ideas to the table, which is crucial for a Private Client Tax Director.
