At a Glance
- Tasks: Lead private client tax advisory for High Net Worth individuals and mentor junior team members.
- Company: Join a respected accountancy firm with over 120 years of heritage in the South West.
- Benefits: Enjoy flexible working, competitive salary, private medical insurance, and enhanced family leave.
- Other info: Inclusive culture that values diversity and supports professional development.
- Why this job: Make a real impact by advising high net worth clients and developing your career.
- Qualifications: ACA/CTA qualified with significant experience in private client tax and strong technical knowledge.
The predicted salary is between 54000 - 66000 £ per year.
Private Client Tax Director £90,000 - £110,000 Bristol 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.
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. #J-18808-Ljbffr
Wanted: Private Client Tax Director employer: Taxation
Taxation is an exceptional employer that fosters a collaborative and supportive work culture in the heart of Cheltenham. With a strong focus on employee development, we offer tailored growth opportunities and continuous training to enhance your advisory skills, particularly within the dynamic agricultural sector. Join us to be part of a dedicated team that values innovation and excellence while managing a diverse portfolio of high-profile clients.
